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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,325 | $183,539-87.3% | $155,556-85.0% | $145,897-84.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.88% | 61.31%-52.4pp | 64.84%-56.0pp | 552.29%-543.4pp |
| Employer contribution / active EE | $7,441 | $5,315+40.0% | $4,675+59.1% | $4,663+59.6% |
| Participant deferral / active EE | $7,667 | $6,467+18.6% | $5,631+36.2% | $6,689+14.6% |
| Admin fee / account holder | $65 | $19,275-99.7% | $15,885-99.6% | $13,390-99.5% |