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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,271 | $183,516-82.4% | $155,534-79.3% | $145,884-77.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.00% | 61.43%-51.4pp | 64.92%-54.9pp | 551.85%-541.8pp |
| Employer contribution / active EE | $6,071 | $5,315+14.2% | $4,675+29.9% | $4,662+30.2% |
| Participant deferral / active EE | $9,687 | $6,467+49.8% | $5,630+72.1% | $6,690+44.8% |
| Admin fee / account holder | $241 | $19,293-98.8% | $15,900-98.5% | $13,392-98.2% |