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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,124 | $148,582-83.1% | $135,942-81.5% | $139,456-82.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 35.73% | 79.26%-43.5pp | 68.28%-32.6pp | 373.45%-337.7pp |
| Employer contribution / active EE | $5,167 | $5,245-1.5% | $4,858+6.4% | $4,753+8.7% |
| Participant deferral / active EE | $12,347 | $8,101+52.4% | $7,759+59.1% | $6,711+84.0% |
| Admin fee / account holder | $167 | $12,402-98.7% | $10,764-98.4% | $11,407-98.5% |