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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,451 | $183,627-64.4% | $155,602-57.9% | $145,978-55.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.48% | 61.32%-42.8pp | 64.81%-46.3pp | 550.52%-532.0pp |
| Employer contribution / active EE | $6,560 | $5,316+23.4% | $4,675+40.3% | $4,662+40.7% |
| Participant deferral / active EE | $10,830 | $6,466+67.5% | $5,629+92.4% | $6,690+61.9% |
| Admin fee / account holder | $15 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |