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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,466 | $185,905-78.2% | $170,057-76.2% | $139,487-71.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.87% | 60.56%-41.7pp | 53.42%-34.5pp | 373.84%-355.0pp |
| Employer contribution / active EE | $8,455 | $7,597+11.3% | $6,790+24.5% | $4,755+77.8% |
| Participant deferral / active EE | $10,271 | $11,627-11.7% | $10,411-1.3% | $6,713+53.0% |
| Admin fee / account holder | $83 | $15,397-99.5% | $12,826-99.4% | $11,407-99.3% |