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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,856 | $185,905-55.4% | $170,057-51.3% | $139,487-40.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 30.13% | 60.56%-30.4pp | 53.42%-23.3pp | 373.84%-343.7pp |
| Employer contribution / active EE | $28,063 | $7,597+269.4% | $6,790+313.3% | $4,755+490.2% |
| Participant deferral / active EE | $10,889 | $11,627-6.3% | $10,411+4.6% | $6,713+62.2% |
| Admin fee / account holder | $202 | $15,397-98.7% | $12,826-98.4% | $11,407-98.2% |