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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,255 | $196,972-83.1% | $182,262-81.8% | $198,609-83.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 26.13% | 158.27%-132.1pp | 140.60%-114.5pp | 202.70%-176.6pp |
| Employer contribution / active EE | $6,974 | $5,364+30.0% | $5,046+38.2% | $5,055+38.0% |
| Participant deferral / active EE | $25,002 | $8,643+189.3% | $8,276+202.1% | $6,977+258.4% |
| Admin fee / account holder | $77 | $18,429-99.6% | $16,712-99.5% | $19,030-99.6% |