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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,330 | $185,905-62.7% | $170,057-59.2% | $139,487-50.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 29.31% | 60.56%-31.3pp | 53.42%-24.1pp | 373.84%-344.5pp |
| Employer contribution / active EE | $12,603 | $7,597+65.9% | $6,790+85.6% | $4,755+165.1% |
| Participant deferral / active EE | $13,149 | $11,627+13.1% | $10,411+26.3% | $6,713+95.9% |
| Admin fee / account holder | $183 | $15,397-98.8% | $12,826-98.6% | $11,407-98.4% |