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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,480 | $197,637-78.5% | $177,848-76.1% | $158,982-73.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 35.53% | 58.77%-23.2pp | 48.33%-12.8pp | 302.99%-267.5pp |
| Employer contribution / active EE | $13,648 | $6,698+103.7% | $5,919+130.6% | $4,763+186.5% |
| Participant deferral / active EE | $10,476 | $8,405+24.6% | $7,714+35.8% | $5,983+75.1% |
| Admin fee / account holder | $20 | $15,406-99.9% | $12,431-99.8% | $11,252-99.8% |