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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,004 | $197,637-80.8% | $177,848-78.6% | $158,982-76.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 27.89% | 58.77%-30.9pp | 48.33%-20.4pp | 302.99%-275.1pp |
| Employer contribution / active EE | $10,618 | $6,698+58.5% | $5,919+79.4% | $4,763+122.9% |
| Participant deferral / active EE | $6,330 | $8,405-24.7% | $7,714-17.9% | $5,983+5.8% |
| Admin fee / account holder | $253 | $15,406-98.4% | $12,431-98.0% | $11,252-97.7% |