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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,752 | $157,296-79.8% | $141,191-77.5% | $152,897-79.2% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.5%+8.5pp |
| Annual return | 19.26% | 64.34%-45.1pp | 71.41%-52.1pp | 345.43%-326.2pp |
| Employer contribution / active EE | $8,400 | $5,262+59.6% | $4,736+77.4% | $4,764+76.3% |
| Participant deferral / active EE | $8,212 | $7,111+15.5% | $6,710+22.4% | $5,851+40.3% |
| Admin fee / account holder | $11 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |