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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,726 | $208,088-73.7% | $186,193-70.6% | $154,746-64.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 13.81% | 89.97%-76.2pp | 78.03%-64.2pp | 172.34%-158.5pp |
| Employer contribution / active EE | $14,090 | $4,340+224.7% | $3,918+259.6% | $4,379+221.7% |
| Participant deferral / active EE | $11,566 | $7,078+63.4% | $6,513+77.6% | $6,730+71.8% |
| Admin fee / account holder | $112 | $11,698-99.0% | $11,058-99.0% | $14,365-99.2% |