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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,921 | $159,978-63.8% | $147,041-60.6% | $145,978-60.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.17% | 98.36%-77.2pp | 419.21%-398.0pp | 550.52%-529.3pp |
| Employer contribution / active EE | $6,298 | $5,288+19.1% | $4,935+27.6% | $4,662+35.1% |
| Participant deferral / active EE | $14,618 | $8,429+73.4% | $8,071+81.1% | $6,690+118.5% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |