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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,391 | $183,592-84.5% | $155,574-81.8% | $145,877-80.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.76% | 61.37%-35.6pp | 64.87%-39.1pp | 551.28%-525.5pp |
| Employer contribution / active EE | $9,706 | $5,317+82.6% | $4,676+107.6% | $4,663+108.2% |
| Participant deferral / active EE | $7,224 | $6,466+11.7% | $5,629+28.3% | $6,691+8.0% |
| Admin fee / account holder | $74 | $19,316-99.6% | $15,914-99.5% | $13,402-99.4% |