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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,591 | $176,077-84.3% | $159,455-82.7% | $167,518-83.5% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 24.54% | 331.83%-307.3pp | 263.63%-239.1pp | 478.71%-454.2pp |
| Employer contribution / active EE | $9,653 | $5,298+82.2% | $4,830+99.8% | $4,838+99.5% |
| Participant deferral / active EE | $3,936 | $7,751-49.2% | $7,353-46.5% | $6,342-37.9% |
| Admin fee / account holder | $163 | $12,556-98.7% | $10,800-98.5% | $12,312-98.7% |