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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,079 | $183,539-80.9% | $155,556-77.4% | $145,897-76.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.36% | 61.31%-38.9pp | 64.84%-42.5pp | 552.29%-529.9pp |
| Employer contribution / active EE | $6,837 | $5,315+28.6% | $4,675+46.2% | $4,663+46.6% |
| Participant deferral / active EE | $4,566 | $6,467-29.4% | $5,631-18.9% | $6,689-31.7% |
| Admin fee / account holder | $233 | $19,275-98.8% | $15,885-98.5% | $13,390-98.3% |