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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,797 | $88,996-92.4% | $78,004-91.3% | $138,895-95.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 80.76% | 28.03%+52.7pp | 31.07%+49.7pp | 145.39%-64.6pp |
| Employer contribution / active EE | $5,159 | $2,917+76.9% | $2,469+109.0% | $4,194+23.0% |
| Participant deferral / active EE | $3,650 | $4,724-22.7% | $4,092-10.8% | $6,396-42.9% |
| Admin fee / account holder | $133 | $8,807-98.5% | $7,578-98.2% | $12,562-98.9% |