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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,475 | $98,766-62.1% | $149,730-75.0% | $79,852-53.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 36.40% | 27.43%+9.0pp | 276.70%-240.3pp | 31.72%+4.7pp |
| Employer contribution / active EE | $7,195 | $3,217+123.7% | $4,645+54.9% | $2,471+191.2% |
| Participant deferral / active EE | $6,658 | $5,681+17.2% | $6,843-2.7% | $3,740+78.0% |
| Admin fee / account holder | $94 | $6,052-98.4% | $9,310-99.0% | $5,306-98.2% |