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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,267 | $157,296-76.9% | $141,191-74.3% | $152,897-76.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.91% | 64.34%-34.4pp | 71.41%-41.5pp | 345.43%-315.5pp |
| Employer contribution / active EE | $5,947 | $5,262+13.0% | $4,736+25.6% | $4,764+24.8% |
| Participant deferral / active EE | $7,767 | $7,111+9.2% | $6,710+15.7% | $5,851+32.7% |
| Admin fee / account holder | $223 | $12,125-98.2% | $10,264-97.8% | $11,599-98.1% |