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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,383 | $98,766-70.2% | $149,730-80.4% | $79,852-63.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 34.72% | 27.43%+7.3pp | 276.70%-242.0pp | 31.72%+3.0pp |
| Employer contribution / active EE | $6,950 | $3,217+116.0% | $4,645+49.6% | $2,471+181.3% |
| Participant deferral / active EE | $7,307 | $5,681+28.6% | $6,843+6.8% | $3,740+95.3% |
| Admin fee / account holder | $106 | $6,052-98.3% | $9,310-98.9% | $5,306-98.0% |