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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,844 | $157,304-66.4% | $141,197-62.6% | $152,909-65.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.26% | 64.34%-39.1pp | 71.41%-46.1pp | 345.46%-320.2pp |
| Employer contribution / active EE | $5,933 | $5,263+12.7% | $4,736+25.3% | $4,764+24.5% |
| Participant deferral / active EE | $6,333 | $7,111-10.9% | $6,710-5.6% | $5,851+8.2% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |