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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,655 | $140,592-72.5% | $123,105-68.6% | $125,389-69.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 152.84% | 16.80%+136.0pp | 13.22%+139.6pp | 282.24%-129.4pp |
| Employer contribution / active EE | $7,219 | $6,041+19.5% | $5,151+40.2% | $4,866+48.4% |
| Participant deferral / active EE | $7,956 | $6,980+14.0% | $6,229+27.7% | $5,352+48.7% |
| Admin fee / account holder | $129 | $11,198-98.8% | $9,014-98.6% | $9,541-98.6% |