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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,437 | $108,897-67.5% | $100,378-64.7% | $145,877-75.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 21.81% | 58.17%-36.4pp | 49.41%-27.6pp | 551.28%-529.5pp |
| Employer contribution / active EE | $6,732 | $4,420+52.3% | $3,942+70.8% | $4,663+44.4% |
| Participant deferral / active EE | $11,039 | $8,455+30.6% | $8,087+36.5% | $6,691+65.0% |
| Admin fee / account holder | $142 | $9,690-98.5% | $7,899-98.2% | $13,402-98.9% |