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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,808 | $152,612-75.2% | $125,192-69.8% | $152,897-75.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 17.61% | 54.85%-37.2pp | 43.79%-26.2pp | 345.43%-327.8pp |
| Employer contribution / active EE | $9,690 | $4,947+95.9% | $3,866+150.6% | $4,764+103.4% |
| Participant deferral / active EE | $7,126 | $5,868+21.4% | $4,937+44.3% | $5,851+21.8% |
| Admin fee / account holder | $275 | $13,437-98.0% | $9,704-97.2% | $11,599-97.6% |