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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,752 | $172,111-68.2% | $150,298-63.6% | $137,256-60.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.01% | 69.37%-55.4pp | 62.79%-48.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $10,642 | $4,636+129.5% | $4,154+156.2% | $4,156+156.1% |
| Participant deferral / active EE | $3,917 | $6,166-36.5% | $5,453-28.2% | $6,407-38.9% |
| Admin fee / account holder | $9 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |