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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,037 | $217,432-83.0% | $185,851-80.1% | $167,553-77.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.15% | 148.43%-125.3pp | 122.11%-99.0pp | 478.89%-455.7pp |
| Employer contribution / active EE | $6,389 | $5,874+8.8% | $5,168+23.6% | $4,840+32.0% |
| Participant deferral / active EE | $8,710 | $6,357+37.0% | $5,569+56.4% | $6,343+37.3% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |