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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,213 | $168,635-77.3% | $147,617-74.1% | $125,389-69.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 8.12% | 77.65%-69.5pp | 61.98%-53.9pp | 282.24%-274.1pp |
| Employer contribution / active EE | $9,050 | $6,252+44.7% | $5,564+62.6% | $4,866+86.0% |
| Participant deferral / active EE | $4,800 | $5,507-12.8% | $4,895-1.9% | $5,352-10.3% |
| Admin fee / account holder | $52 | $13,580-99.6% | $11,612-99.6% | $9,541-99.5% |