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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,535 | $183,516-71.4% | $155,534-66.2% | $145,884-64.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.46% | 61.43%-48.0pp | 64.92%-51.5pp | 551.85%-538.4pp |
| Employer contribution / active EE | $4,348 | $5,315-18.2% | $4,675-7.0% | $4,662-6.7% |
| Participant deferral / active EE | $10,138 | $6,467+56.8% | $5,630+80.1% | $6,690+51.5% |
| Admin fee / account holder | $52 | $19,293-99.7% | $15,900-99.7% | $13,392-99.6% |