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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,613 | $148,629-81.4% | $135,982-79.7% | $139,487-80.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.07% | 79.33%-64.3pp | 68.32%-53.3pp | 373.84%-358.8pp |
| Employer contribution / active EE | $7,498 | $5,247+42.9% | $4,859+54.3% | $4,755+57.7% |
| Participant deferral / active EE | $6,632 | $8,102-18.1% | $7,760-14.5% | $6,713-1.2% |
| Admin fee / account holder | $219 | $12,406-98.2% | $10,767-98.0% | $11,407-98.1% |