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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,459 | $203,483-59.5% | $152,473-45.9% | $167,536-50.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 16.07% | 13.80%+2.3pp | 757.59%-741.5pp | 478.82%-462.7pp |
| Employer contribution / active EE | $8,422 | $5,219+61.4% | $4,326+94.7% | $4,839+74.0% |
| Participant deferral / active EE | $10,306 | $6,711+53.6% | $5,817+77.2% | $6,342+62.5% |
| Admin fee / account holder | $20 | $22,521-99.9% | $15,811-99.9% | $12,315-99.8% |