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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,363 | $148,623-83.6% | $135,974-82.1% | $139,466-82.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.89% | 79.30%-50.4pp | 68.30%-39.4pp | 373.66%-344.8pp |
| Employer contribution / active EE | $5,764 | $5,246+9.9% | $4,859+18.6% | $4,754+21.2% |
| Participant deferral / active EE | $12,660 | $8,103+56.2% | $7,760+63.1% | $6,712+88.6% |
| Admin fee / account holder | $46 | $12,406-99.6% | $10,767-99.6% | $11,409-99.6% |