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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,342 | $156,398-66.5% | $147,318-64.5% | $138,895-62.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 24.94% | 78.75%-53.8pp | 70.43%-45.5pp | 145.39%-120.5pp |
| Employer contribution / active EE | $16,974 | $4,853+249.7% | $4,593+269.6% | $4,194+304.7% |
| Participant deferral / active EE | $16,974 | $8,237+106.1% | $7,906+114.7% | $6,396+165.4% |
| Admin fee / account holder | $97 | $14,976-99.4% | $13,708-99.3% | $12,562-99.2% |