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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,284 | $152,619-61.2% | $125,195-52.6% | $152,909-61.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.68% | 54.85%-34.2pp | 43.79%-23.1pp | 345.46%-324.8pp |
| Employer contribution / active EE | $5,377 | $4,947+8.7% | $3,866+39.1% | $4,764+12.9% |
| Participant deferral / active EE | $7,425 | $5,869+26.5% | $4,937+50.4% | $5,851+26.9% |
| Admin fee / account holder | $13 | $13,437-99.9% | $9,704-99.9% | $11,601-99.9% |