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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,615 | $154,228-85.3% | $145,433-84.4% | $137,256-83.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 29.99% | 74.59%-44.6pp | 66.58%-36.6pp | 220.34%-190.3pp |
| Employer contribution / active EE | $13,777 | $4,804+186.8% | $4,554+202.5% | $4,156+231.5% |
| Participant deferral / active EE | $23,500 | $8,216+186.0% | $7,897+197.6% | $6,407+266.8% |
| Admin fee / account holder | $89 | $14,344-99.4% | $13,129-99.3% | $12,270-99.3% |