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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,674 | $227,597-76.4% | $189,575-71.7% | $167,536-68.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 21.13% | 78.44%-57.3pp | 64.19%-43.1pp | 478.82%-457.7pp |
| Employer contribution / active EE | $6,265 | $5,316+17.8% | $4,412+42.0% | $4,839+29.5% |
| Participant deferral / active EE | $2,010 | $7,002-71.3% | $6,174-67.4% | $6,342-68.3% |
| Admin fee / account holder | $286 | $11,877-97.6% | $9,806-97.1% | $12,315-97.7% |