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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,773 | $157,304-79.8% | $141,197-77.5% | $152,909-79.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 51.49% | 64.34%-12.8pp | 71.41%-19.9pp | 345.46%-294.0pp |
| Employer contribution / active EE | $6,461 | $5,263+22.8% | $4,736+36.4% | $4,764+35.6% |
| Participant deferral / active EE | $8,336 | $7,111+17.2% | $6,710+24.2% | $5,851+42.5% |
| Admin fee / account holder | $133 | $12,126-98.9% | $10,265-98.7% | $11,601-98.9% |