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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,954 | $183,516-70.1% | $155,534-64.7% | $145,884-62.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.90% | 61.43%-48.5pp | 64.92%-52.0pp | 551.85%-538.9pp |
| Employer contribution / active EE | $7,625 | $5,315+43.5% | $4,675+63.1% | $4,662+63.6% |
| Participant deferral / active EE | $5,658 | $6,467-12.5% | $5,630+0.5% | $6,690-15.4% |
| Admin fee / account holder | $191 | $19,293-99.0% | $15,900-98.8% | $13,392-98.6% |