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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,558 | $148,623-64.6% | $135,974-61.3% | $139,466-62.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 32.76% | 79.30%-46.5pp | 68.30%-35.5pp | 373.66%-340.9pp |
| Employer contribution / active EE | $5,955 | $5,246+13.5% | $4,859+22.6% | $4,754+25.3% |
| Participant deferral / active EE | $13,036 | $8,103+60.9% | $7,760+68.0% | $6,712+94.2% |
| Admin fee / account holder | $31 | $12,406-99.8% | $10,767-99.7% | $11,409-99.7% |