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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,457 | $148,629-74.1% | $135,982-71.7% | $139,487-72.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.97% | 79.33%-58.4pp | 68.32%-47.4pp | 373.84%-352.9pp |
| Employer contribution / active EE | $8,956 | $5,247+70.7% | $4,859+84.3% | $4,755+88.4% |
| Participant deferral / active EE | $7,000 | $8,102-13.6% | $7,760-9.8% | $6,713+4.3% |
| Admin fee / account holder | $230 | $12,406-98.1% | $10,767-97.9% | $11,407-98.0% |