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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,892 | $148,582-72.5% | $135,942-69.9% | $139,456-70.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.55% | 79.26%-52.7pp | 68.28%-41.7pp | 373.45%-346.9pp |
| Employer contribution / active EE | $7,507 | $5,245+43.1% | $4,858+54.5% | $4,753+58.0% |
| Participant deferral / active EE | $15,729 | $8,101+94.2% | $7,759+102.7% | $6,711+134.4% |
| Admin fee / account holder | $168 | $12,402-98.6% | $10,764-98.4% | $11,407-98.5% |