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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,371 | $148,582-81.6% | $135,942-79.9% | $139,456-80.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 39.58% | 79.26%-39.7pp | 68.28%-28.7pp | 373.45%-333.9pp |
| Employer contribution / active EE | $6,892 | $5,245+31.4% | $4,858+41.9% | $4,753+45.0% |
| Participant deferral / active EE | $8,880 | $8,101+9.6% | $7,759+14.4% | $6,711+32.3% |
| Admin fee / account holder | $240 | $12,402-98.1% | $10,764-97.8% | $11,407-97.9% |