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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,524 | $181,062-84.2% | $158,223-82.0% | $155,188-81.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 39.33% | 57.39%-18.1pp | 52.09%-12.8pp | 148.84%-109.5pp |
| Employer contribution / active EE | $9,994 | $4,565+118.9% | $4,109+143.2% | $4,248+135.3% |
| Participant deferral / active EE | $22,917 | $6,134+273.6% | $5,467+319.2% | $6,531+250.9% |
| Admin fee / account holder | $68 | $18,825-99.6% | $16,047-99.6% | $14,480-99.5% |