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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,078 | $148,623-81.8% | $135,974-80.1% | $139,466-80.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.71% | 79.30%-51.6pp | 68.30%-40.6pp | 373.66%-346.0pp |
| Employer contribution / active EE | $5,983 | $5,246+14.0% | $4,859+23.1% | $4,754+25.8% |
| Participant deferral / active EE | $8,225 | $8,103+1.5% | $7,760+6.0% | $6,712+22.5% |
| Admin fee / account holder | $109 | $12,406-99.1% | $10,767-99.0% | $11,409-99.0% |