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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,041 | $69,248+9.8% | $64,101+18.6% | $139,466-45.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 28.17% | 45.95%-17.8pp | 33.72%-5.6pp | 373.66%-345.5pp |
| Employer contribution / active EE | $6,157 | $3,185+93.3% | $2,749+124.0% | $4,754+29.5% |
| Participant deferral / active EE | $13,195 | $4,682+181.8% | $3,881+240.0% | $6,712+96.6% |
| Admin fee / account holder | $56 | $4,247-98.7% | $3,070-98.2% | $11,409-99.5% |