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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,524 | $172,111-83.4% | $150,298-81.0% | $137,256-79.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 39.33% | 69.37%-30.0pp | 62.79%-23.5pp | 220.34%-181.0pp |
| Employer contribution / active EE | $9,994 | $4,636+115.6% | $4,154+140.6% | $4,156+140.5% |
| Participant deferral / active EE | $22,917 | $6,166+271.7% | $5,453+320.3% | $6,407+257.7% |
| Admin fee / account holder | $68 | $16,471-99.6% | $14,116-99.5% | $12,270-99.4% |