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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,826 | $148,623-81.3% | $135,974-79.5% | $139,466-80.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 61.82% | 79.30%-17.5pp | 68.30%-6.5pp | 373.66%-311.8pp |
| Employer contribution / active EE | $7,770 | $5,246+48.1% | $4,859+59.9% | $4,754+63.5% |
| Participant deferral / active EE | $7,746 | $8,103-4.4% | $7,760-0.2% | $6,712+15.4% |
| Admin fee / account holder | $19 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |