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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,319 | $183,516-74.2% | $155,534-69.6% | $145,884-67.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.70% | 61.43%-48.7pp | 64.92%-52.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $8,289 | $5,315+56.0% | $4,675+77.3% | $4,662+77.8% |
| Participant deferral / active EE | $8,280 | $6,467+28.0% | $5,630+47.1% | $6,690+23.8% |
| Admin fee / account holder | $184 | $19,293-99.0% | $15,900-98.8% | $13,392-98.6% |