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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,813 | $155,555-66.7% | $146,866-64.7% | $155,188-66.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 78.16% | 115.41%-37.3pp | 102.85%-24.7pp | 148.84%-70.7pp |
| Employer contribution / active EE | $4,071 | $4,647-12.4% | $4,425-8.0% | $4,248-4.2% |
| Participant deferral / active EE | $13,725 | $8,044+70.6% | $7,759+76.9% | $6,531+110.1% |
| Admin fee / account holder | $9 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |