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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,097 | $183,539-71.1% | $155,556-65.9% | $145,897-63.6% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 13.39% | 61.31%-47.9pp | 64.84%-51.4pp | 552.29%-538.9pp |
| Employer contribution / active EE | $11,087 | $5,315+108.6% | $4,675+137.1% | $4,663+137.8% |
| Participant deferral / active EE | $5,953 | $6,467-7.9% | $5,631+5.7% | $6,689-11.0% |
| Admin fee / account holder | $105 | $19,275-99.5% | $15,885-99.3% | $13,390-99.2% |