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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,217 | $211,224-73.4% | $178,505-68.5% | $145,897-61.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.46% | 30.28%-12.8pp | 27.16%-9.7pp | 552.29%-534.8pp |
| Employer contribution / active EE | $5,794 | $4,577+26.6% | $3,955+46.5% | $4,663+24.3% |
| Participant deferral / active EE | $6,042 | $6,966-13.3% | $6,280-3.8% | $6,689-9.7% |
| Admin fee / account holder | $9 | $12,109-99.9% | $10,428-99.9% | $13,390-99.9% |