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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,803 | $217,427-84.9% | $185,837-82.3% | $167,518-80.4% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 11.30% | 148.39%-137.1pp | 122.08%-110.8pp | 478.71%-467.4pp |
| Employer contribution / active EE | $11,730 | $5,874+99.7% | $5,168+127.0% | $4,838+142.4% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $265 | $19,816-98.7% | $16,241-98.4% | $12,312-97.8% |