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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,694 | $227,399-80.3% | $189,758-76.4% | $198,609-77.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.52% | 61.03%-39.5pp | 52.62%-31.1pp | 202.70%-181.2pp |
| Employer contribution / active EE | $5,200 | $5,526-5.9% | $4,767+9.1% | $5,055+2.9% |
| Participant deferral / active EE | $11,797 | $6,837+72.5% | $5,856+101.4% | $6,977+69.1% |
| Admin fee / account holder | $56 | $25,162-99.8% | $20,388-99.7% | $19,030-99.7% |