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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,777 | $148,623-73.2% | $135,974-70.7% | $139,466-71.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.97% | 79.30%-59.3pp | 68.30%-48.3pp | 373.66%-353.7pp |
| Employer contribution / active EE | $6,284 | $5,246+19.8% | $4,859+29.3% | $4,754+32.2% |
| Participant deferral / active EE | $11,014 | $8,103+35.9% | $7,760+41.9% | $6,712+64.1% |
| Admin fee / account holder | $66 | $12,406-99.5% | $10,767-99.4% | $11,409-99.4% |