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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,088 | $167,362-77.2% | $143,799-73.5% | $134,532-71.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 37.55% | 0.47%+37.1pp | -0.04%+37.6pp | 418.27%-380.7pp |
| Employer contribution / active EE | $8,554 | $5,620+52.2% | $4,952+72.7% | $4,741+80.4% |
| Participant deferral / active EE | $5,744 | $6,447-10.9% | $5,638+1.9% | $6,401-10.3% |
| Admin fee / account holder | $3 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |