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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,302 | $227,399-77.9% | $189,758-73.5% | $198,609-74.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 12.34% | 61.03%-48.7pp | 52.62%-40.3pp | 202.70%-190.4pp |
| Employer contribution / active EE | $13,291 | $5,526+140.5% | $4,767+178.8% | $5,055+162.9% |
| Participant deferral / active EE | $6,137 | $6,837-10.2% | $5,856+4.8% | $6,977-12.0% |
| Admin fee / account holder | $53 | $25,162-99.8% | $20,388-99.7% | $19,030-99.7% |