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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,482 | $183,627-79.0% | $155,602-75.3% | $145,978-73.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.97% | 61.32%-49.3pp | 64.81%-52.8pp | 550.52%-538.5pp |
| Employer contribution / active EE | $2,953 | $5,316-44.5% | $4,675-36.8% | $4,662-36.7% |
| Participant deferral / active EE | $11,971 | $6,466+85.1% | $5,629+112.7% | $6,690+78.9% |
| Admin fee / account holder | $42 | $19,327-99.8% | $15,923-99.7% | $13,400-99.7% |