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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,965 | $148,582-63.0% | $135,942-59.6% | $139,456-60.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.04% | 79.26%-63.2pp | 68.28%-52.2pp | 373.45%-357.4pp |
| Employer contribution / active EE | $11,621 | $5,245+121.6% | $4,858+139.2% | $4,753+144.5% |
| Participant deferral / active EE | $15,659 | $8,101+93.3% | $7,759+101.8% | $6,711+133.3% |
| Admin fee / account holder | $80 | $12,402-99.4% | $10,764-99.3% | $11,407-99.3% |