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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,913 | $183,592-79.3% | $155,574-75.6% | $145,877-74.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.98% | 61.37%-50.4pp | 64.87%-53.9pp | 551.28%-540.3pp |
| Employer contribution / active EE | $6,647 | $5,317+25.0% | $4,676+42.2% | $4,663+42.6% |
| Participant deferral / active EE | $6,550 | $6,466+1.3% | $5,629+16.4% | $6,691-2.1% |
| Admin fee / account holder | $48 | $19,316-99.8% | $15,914-99.7% | $13,402-99.6% |