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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,239 | $227,291-77.5% | $214,702-76.1% | $155,188-67.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 87.53% | 60.08%+27.5pp | 54.55%+33.0pp | 148.84%-61.3pp |
| Employer contribution / active EE | $5,177 | $6,772-23.5% | $6,461-19.9% | $4,248+21.9% |
| Participant deferral / active EE | $10,248 | $9,582+6.9% | $9,147+12.0% | $6,531+56.9% |
| Admin fee / account holder | $83 | $20,413-99.6% | $19,830-99.6% | $14,480-99.4% |