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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,557 | $183,516-79.0% | $155,534-75.2% | $145,884-73.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.17% | 61.43%-49.3pp | 64.92%-52.8pp | 551.85%-539.7pp |
| Employer contribution / active EE | $7,040 | $5,315+32.5% | $4,675+50.6% | $4,662+51.0% |
| Participant deferral / active EE | $4,653 | $6,467-28.0% | $5,630-17.4% | $6,690-30.4% |
| Admin fee / account holder | $5 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |