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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,621 | $227,291-77.3% | $214,702-76.0% | $155,188-66.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 27.38% | 60.08%-32.7pp | 54.55%-27.2pp | 148.84%-121.5pp |
| Employer contribution / active EE | $8,283 | $6,772+22.3% | $6,461+28.2% | $4,248+95.0% |
| Participant deferral / active EE | $4,352 | $9,582-54.6% | $9,147-52.4% | $6,531-33.4% |
| Admin fee / account holder | $19 | $20,413-99.9% | $19,830-99.9% | $14,480-99.9% |