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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,212 | $183,592-83.5% | $155,574-80.6% | $145,877-79.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.23% | 61.37%-49.1pp | 64.87%-52.6pp | 551.28%-539.1pp |
| Employer contribution / active EE | $8,784 | $5,317+65.2% | $4,676+87.9% | $4,663+88.4% |
| Participant deferral / active EE | $7,667 | $6,466+18.6% | $5,629+36.2% | $6,691+14.6% |
| Admin fee / account holder | $152 | $19,316-99.2% | $15,914-99.0% | $13,402-98.9% |