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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,232 | $148,623-70.9% | $135,974-68.2% | $139,466-69.0% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 86.71% | 79.30%+7.4pp | 68.30%+18.4pp | 373.66%-286.9pp |
| Employer contribution / active EE | $13,706 | $5,246+161.3% | $4,859+182.1% | $4,754+188.3% |
| Participant deferral / active EE | $15,056 | $8,103+85.8% | $7,760+94.0% | $6,712+124.3% |
| Admin fee / account holder | $70 | $12,406-99.4% | $10,767-99.4% | $11,409-99.4% |