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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,437 | $108,911-67.5% | $100,392-64.7% | $145,884-75.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 21.81% | 58.23%-36.4pp | 49.45%-27.6pp | 551.85%-530.0pp |
| Employer contribution / active EE | $6,732 | $4,420+52.3% | $3,941+70.8% | $4,662+44.4% |
| Participant deferral / active EE | $11,039 | $8,459+30.5% | $8,090+36.5% | $6,690+65.0% |
| Admin fee / account holder | $142 | $9,698-98.5% | $7,904-98.2% | $13,392-98.9% |