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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,088 | $139,948-72.1% | $121,663-67.9% | $154,746-74.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 25.85% | 230.52%-204.7pp | 147.54%-121.7pp | 172.34%-146.5pp |
| Employer contribution / active EE | $8,240 | $3,521+134.0% | $3,020+172.8% | $4,379+88.2% |
| Participant deferral / active EE | $6,076 | $5,629+7.9% | $4,887+24.3% | $6,730-9.7% |
| Admin fee / account holder | $0 | $17,321-100.0% | $14,289-100.0% | $14,365-100.0% |