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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,160 | $148,629-81.7% | $135,982-80.0% | $139,487-80.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 34.85% | 79.33%-44.5pp | 68.32%-33.5pp | 373.84%-339.0pp |
| Employer contribution / active EE | $2,621 | $5,247-50.1% | $4,859-46.1% | $4,755-44.9% |
| Participant deferral / active EE | $9,501 | $8,102+17.3% | $7,760+22.4% | $6,713+41.5% |
| Admin fee / account holder | $16 | $12,406-99.9% | $10,767-99.8% | $11,407-99.9% |