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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,514 | $183,516-83.9% | $155,534-81.0% | $145,884-79.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.12% | 61.43%-51.3pp | 64.92%-54.8pp | 551.85%-541.7pp |
| Employer contribution / active EE | $6,658 | $5,315+25.3% | $4,675+42.4% | $4,662+42.8% |
| Participant deferral / active EE | $11,250 | $6,467+74.0% | $5,630+99.8% | $6,690+68.2% |
| Admin fee / account holder | $100 | $19,293-99.5% | $15,900-99.4% | $13,392-99.3% |