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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,522 | $157,296-66.0% | $141,191-62.1% | $152,897-65.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.75% | 64.34%-37.6pp | 71.41%-44.7pp | 345.43%-318.7pp |
| Employer contribution / active EE | $3,902 | $5,262-25.9% | $4,736-17.6% | $4,764-18.1% |
| Participant deferral / active EE | $8,632 | $7,111+21.4% | $6,710+28.6% | $5,851+47.5% |
| Admin fee / account holder | $277 | $12,125-97.7% | $10,264-97.3% | $11,599-97.6% |