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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,067 | $154,228-65.6% | $145,433-63.5% | $137,256-61.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 172.89% | 74.59%+98.3pp | 66.58%+106.3pp | 220.34%-47.4pp |
| Employer contribution / active EE | $4,702 | $4,804-2.1% | $4,554+3.2% | $4,156+13.1% |
| Participant deferral / active EE | $8,169 | $8,216-0.6% | $7,897+3.4% | $6,407+27.5% |
| Admin fee / account holder | $35 | $14,344-99.8% | $13,129-99.7% | $12,270-99.7% |