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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,626 | $183,592-81.1% | $155,574-77.7% | $145,877-76.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 26.04% | 61.37%-35.3pp | 64.87%-38.8pp | 551.28%-525.2pp |
| Employer contribution / active EE | $1,084 | $5,317-79.6% | $4,676-76.8% | $4,663-76.8% |
| Participant deferral / active EE | $9,321 | $6,466+44.2% | $5,629+65.6% | $6,691+39.3% |
| Admin fee / account holder | $281 | $19,316-98.5% | $15,914-98.2% | $13,402-97.9% |