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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,791 | $185,883-74.3% | $170,043-71.9% | $139,466-65.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.15% | 60.54%-36.4pp | 53.40%-29.3pp | 373.66%-349.5pp |
| Employer contribution / active EE | $6,455 | $7,596-15.0% | $6,790-4.9% | $4,754+35.8% |
| Participant deferral / active EE | $11,287 | $11,626-2.9% | $10,410+8.4% | $6,712+68.2% |
| Admin fee / account holder | $274 | $15,393-98.2% | $12,824-97.9% | $11,409-97.6% |