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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,570 | $183,627-71.9% | $155,602-66.9% | $145,978-64.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.30% | 61.32%-41.0pp | 64.81%-44.5pp | 550.52%-530.2pp |
| Employer contribution / active EE | $19,924 | $5,316+274.8% | $4,675+326.2% | $4,662+327.4% |
| Participant deferral / active EE | $7,878 | $6,466+21.8% | $5,629+40.0% | $6,690+17.8% |
| Admin fee / account holder | $27 | $19,327-99.9% | $15,923-99.8% | $13,400-99.8% |