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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,126 | $183,627-79.8% | $155,602-76.1% | $145,978-74.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.50% | 61.32%-44.8pp | 64.81%-48.3pp | 550.52%-534.0pp |
| Employer contribution / active EE | $6,926 | $5,316+30.3% | $4,675+48.1% | $4,662+48.6% |
| Participant deferral / active EE | $8,335 | $6,466+28.9% | $5,629+48.1% | $6,690+24.6% |
| Admin fee / account holder | $229 | $19,327-98.8% | $15,923-98.6% | $13,400-98.3% |