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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,384 | $197,603-81.1% | $177,827-79.0% | $158,950-76.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 26.69% | 58.76%-32.1pp | 48.32%-21.6pp | 302.91%-276.2pp |
| Employer contribution / active EE | $12,753 | $6,698+90.4% | $5,918+115.5% | $4,762+167.8% |
| Participant deferral / active EE | $8,262 | $8,404-1.7% | $7,713+7.1% | $5,983+38.1% |
| Admin fee / account holder | $1 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |