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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,268 | $197,637-77.6% | $177,848-75.1% | $158,982-72.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 103.31% | 58.77%+44.5pp | 48.33%+55.0pp | 302.99%-199.7pp |
| Employer contribution / active EE | $13,121 | $6,698+95.9% | $5,919+121.7% | $4,763+175.5% |
| Participant deferral / active EE | $12,719 | $8,405+51.3% | $7,714+64.9% | $5,983+112.6% |
| Admin fee / account holder | $136 | $15,406-99.1% | $12,431-98.9% | $11,252-98.8% |