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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,240 | $148,558-70.2% | $135,925-67.5% | $139,427-68.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.76% | 79.22%-56.5pp | 68.25%-45.5pp | 373.27%-350.5pp |
| Employer contribution / active EE | $9,382 | $5,244+78.9% | $4,857+93.2% | $4,752+97.5% |
| Participant deferral / active EE | $11,221 | $8,101+38.5% | $7,759+44.6% | $6,711+67.2% |
| Admin fee / account holder | $148 | $12,401-98.8% | $10,764-98.6% | $11,404-98.7% |