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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,388 | $148,582-80.9% | $135,942-79.1% | $139,456-79.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.37% | 79.26%-59.9pp | 68.28%-48.9pp | 373.45%-354.1pp |
| Employer contribution / active EE | $11,087 | $5,245+111.4% | $4,858+128.3% | $4,753+133.3% |
| Participant deferral / active EE | $6,062 | $8,101-25.2% | $7,759-21.9% | $6,711-9.7% |
| Admin fee / account holder | $254 | $12,402-97.9% | $10,764-97.6% | $11,407-97.8% |