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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,388 | $183,516-72.5% | $155,534-67.6% | $145,884-65.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.85% | 61.43%-38.6pp | 64.92%-42.1pp | 551.85%-529.0pp |
| Employer contribution / active EE | $14,617 | $5,315+175.0% | $4,675+212.7% | $4,662+213.5% |
| Participant deferral / active EE | $26,763 | $6,467+313.9% | $5,630+375.3% | $6,690+300.1% |
| Admin fee / account holder | $222 | $19,293-98.8% | $15,900-98.6% | $13,392-98.3% |