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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,259 | $185,883-70.3% | $170,043-67.5% | $139,466-60.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.46% | 60.54%-38.1pp | 53.40%-30.9pp | 373.66%-351.2pp |
| Employer contribution / active EE | $13,804 | $7,596+81.7% | $6,790+103.3% | $4,754+190.4% |
| Participant deferral / active EE | $19,626 | $11,626+68.8% | $10,410+88.5% | $6,712+192.4% |
| Admin fee / account holder | $131 | $15,393-99.1% | $12,824-99.0% | $11,409-98.9% |