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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,626 | $148,629-68.0% | $135,982-65.0% | $139,487-65.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 54.86% | 79.33%-24.5pp | 68.32%-13.5pp | 373.84%-319.0pp |
| Employer contribution / active EE | $4,916 | $5,247-6.3% | $4,859+1.2% | $4,755+3.4% |
| Participant deferral / active EE | $8,927 | $8,102+10.2% | $7,760+15.0% | $6,713+33.0% |
| Admin fee / account holder | $41 | $12,406-99.7% | $10,767-99.6% | $11,407-99.6% |