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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,875 | $185,883-85.5% | $170,043-84.2% | $139,466-80.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 29.23% | 60.54%-31.3pp | 53.40%-24.2pp | 373.66%-344.4pp |
| Employer contribution / active EE | $4,813 | $7,596-36.6% | $6,790-29.1% | $4,754+1.2% |
| Participant deferral / active EE | $8,677 | $11,626-25.4% | $10,410-16.6% | $6,712+29.3% |
| Admin fee / account holder | $29 | $15,393-99.8% | $12,824-99.8% | $11,409-99.7% |