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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,137 | $227,399-82.8% | $189,758-79.4% | $198,609-80.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.34% | 61.03%-43.7pp | 52.62%-35.3pp | 202.70%-185.4pp |
| Employer contribution / active EE | $6,337 | $5,526+14.7% | $4,767+33.0% | $5,055+25.4% |
| Participant deferral / active EE | $4,700 | $6,837-31.3% | $5,856-19.7% | $6,977-32.6% |
| Admin fee / account holder | $81 | $25,162-99.7% | $20,388-99.6% | $19,030-99.6% |