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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,425 | $185,856-71.8% | $170,028-69.2% | $139,456-62.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 35.19% | 60.52%-25.3pp | 53.39%-18.2pp | 373.45%-338.3pp |
| Employer contribution / active EE | $1,770 | $7,593-76.7% | $6,788-73.9% | $4,753-62.8% |
| Participant deferral / active EE | $9,423 | $11,623-18.9% | $10,409-9.5% | $6,711+40.4% |
| Admin fee / account holder | $85 | $15,387-99.4% | $12,820-99.3% | $11,407-99.3% |