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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,780 | $198,461-81.0% | $170,436-77.8% | $147,585-74.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.45% | 257.30%-241.9pp | 205.94%-190.5pp | 578.57%-563.1pp |
| Employer contribution / active EE | $5,686 | $6,184-8.0% | $5,433+4.7% | $4,876+16.6% |
| Participant deferral / active EE | $9,996 | $5,629+77.6% | $4,939+102.4% | $5,439+83.8% |
| Admin fee / account holder | $231 | $16,852-98.6% | $13,880-98.3% | $10,885-97.9% |