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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,223 | $160,040-71.7% | $147,096-69.3% | $145,877-69.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.85% | 98.49%-86.6pp | 419.75%-407.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $10,707 | $5,289+102.4% | $4,936+116.9% | $4,663+129.6% |
| Participant deferral / active EE | $10,633 | $8,429+26.2% | $8,071+31.7% | $6,691+58.9% |
| Admin fee / account holder | $294 | $15,050-98.0% | $13,005-97.7% | $13,402-97.8% |