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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,858 | $183,516-71.7% | $155,534-66.7% | $145,884-64.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 23.44% | 61.43%-38.0pp | 64.92%-41.5pp | 551.85%-528.4pp |
| Employer contribution / active EE | $10,278 | $5,315+93.4% | $4,675+119.9% | $4,662+120.4% |
| Participant deferral / active EE | $4,375 | $6,467-32.4% | $5,630-22.3% | $6,690-34.6% |
| Admin fee / account holder | $101 | $19,293-99.5% | $15,900-99.4% | $13,392-99.2% |