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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,281 | $183,516-78.6% | $155,534-74.7% | $145,884-73.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.71% | 61.43%-48.7pp | 64.92%-52.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $3,333 | $5,315-37.3% | $4,675-28.7% | $4,662-28.5% |
| Participant deferral / active EE | $16,719 | $6,467+158.5% | $5,630+196.9% | $6,690+149.9% |
| Admin fee / account holder | $234 | $19,293-98.8% | $15,900-98.5% | $13,392-98.3% |