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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,848 | $197,637-81.9% | $177,848-79.8% | $158,982-77.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.90% | 58.77%-33.9pp | 48.33%-23.4pp | 302.99%-278.1pp |
| Employer contribution / active EE | $6,844 | $6,698+2.2% | $5,919+15.6% | $4,763+43.7% |
| Participant deferral / active EE | $3,766 | $8,405-55.2% | $7,714-51.2% | $5,983-37.1% |
| Admin fee / account holder | $279 | $15,406-98.2% | $12,431-97.8% | $11,252-97.5% |