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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,782 | $108,911-54.3% | $100,392-50.4% | $145,884-65.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.89% | 58.23%-46.3pp | 49.45%-37.6pp | 551.85%-540.0pp |
| Employer contribution / active EE | $4,457 | $4,420+0.8% | $3,941+13.1% | $4,662-4.4% |
| Participant deferral / active EE | $8,758 | $8,459+3.5% | $8,090+8.3% | $6,690+30.9% |
| Admin fee / account holder | $269 | $9,698-97.2% | $7,904-96.6% | $13,392-98.0% |