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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,992 | $165,361-86.1% | $149,715-84.6% | $158,950-85.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 41.71% | 348.24%-306.5pp | 276.66%-234.9pp | 302.91%-261.2pp |
| Employer contribution / active EE | $9,599 | $5,103+88.1% | $4,645+106.7% | $4,762+101.6% |
| Participant deferral / active EE | $8,375 | $7,182+16.6% | $6,842+22.4% | $5,983+40.0% |
| Admin fee / account holder | $98 | $10,808-99.1% | $9,310-98.9% | $11,248-99.1% |