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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,252 | $148,582-86.4% | $135,942-85.1% | $139,456-85.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.29% | 79.26%-51.0pp | 68.28%-40.0pp | 373.45%-345.2pp |
| Employer contribution / active EE | $2,616 | $5,245-50.1% | $4,858-46.1% | $4,753-45.0% |
| Participant deferral / active EE | $9,665 | $8,101+19.3% | $7,759+24.6% | $6,711+44.0% |
| Admin fee / account holder | $66 | $12,402-99.5% | $10,764-99.4% | $11,407-99.4% |