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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,171 | $183,516-77.0% | $155,534-72.9% | $145,884-71.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.13% | 61.43%-46.3pp | 64.92%-49.8pp | 551.85%-536.7pp |
| Employer contribution / active EE | $7,223 | $5,315+35.9% | $4,675+54.5% | $4,662+54.9% |
| Participant deferral / active EE | $5,017 | $6,467-22.4% | $5,630-10.9% | $6,690-25.0% |
| Admin fee / account holder | $18 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |