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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,904 | $157,304-74.0% | $141,197-71.0% | $152,909-73.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.77% | 64.34%-35.6pp | 71.41%-42.6pp | 345.46%-316.7pp |
| Employer contribution / active EE | $6,825 | $5,263+29.7% | $4,736+44.1% | $4,764+43.3% |
| Participant deferral / active EE | $21,007 | $7,111+195.4% | $6,710+213.1% | $5,851+259.0% |
| Admin fee / account holder | $3 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |