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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,149 | $157,276-76.4% | $141,177-73.7% | $152,885-75.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.28% | 64.33%-36.0pp | 71.40%-43.1pp | 345.39%-317.1pp |
| Employer contribution / active EE | $8,052 | $5,262+53.0% | $4,736+70.0% | $4,763+69.1% |
| Participant deferral / active EE | $9,658 | $7,110+35.8% | $6,710+43.9% | $5,851+65.1% |
| Admin fee / account holder | $101 | $12,123-99.2% | $10,263-99.0% | $11,598-99.1% |