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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,721 | $196,972-80.3% | $182,262-78.8% | $198,609-80.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 24.16% | 158.27%-134.1pp | 140.60%-116.4pp | 202.70%-178.5pp |
| Employer contribution / active EE | $6,416 | $5,364+19.6% | $5,046+27.2% | $5,055+26.9% |
| Participant deferral / active EE | $10,198 | $8,643+18.0% | $8,276+23.2% | $6,977+46.2% |
| Admin fee / account holder | $52 | $18,429-99.7% | $16,712-99.7% | $19,030-99.7% |