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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,893 | $132,634-71.4% | $115,768-67.3% | $137,256-72.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 15.31% | 160.70%-145.4pp | 100.46%-85.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $6,234 | $3,360+85.6% | $2,940+112.1% | $4,156+50.0% |
| Participant deferral / active EE | $12,268 | $5,619+118.3% | $4,917+149.5% | $6,407+91.5% |
| Admin fee / account holder | $103 | $15,028-99.3% | $12,439-99.2% | $12,270-99.2% |