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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,076 | $132,099-63.6% | $115,599-58.4% | $138,895-65.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 21.09% | 176.76%-155.7pp | 111.10%-90.0pp | 145.39%-124.3pp |
| Employer contribution / active EE | $4,873 | $3,416+42.7% | $2,955+64.9% | $4,194+16.2% |
| Participant deferral / active EE | $6,558 | $5,617+16.7% | $4,889+34.1% | $6,396+2.5% |
| Admin fee / account holder | $209 | $15,650-98.7% | $12,841-98.4% | $12,562-98.3% |