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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,946 | $148,623-81.9% | $135,974-80.2% | $139,466-80.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.93% | 79.30%-62.4pp | 68.30%-51.4pp | 373.66%-356.7pp |
| Employer contribution / active EE | $8,144 | $5,246+55.2% | $4,859+67.6% | $4,754+71.3% |
| Participant deferral / active EE | $6,167 | $8,103-23.9% | $7,760-20.5% | $6,712-8.1% |
| Admin fee / account holder | $293 | $12,406-97.6% | $10,767-97.3% | $11,409-97.4% |