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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,654 | $183,539-82.8% | $155,556-79.7% | $145,897-78.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.79% | 61.31%-43.5pp | 64.84%-47.0pp | 552.29%-534.5pp |
| Employer contribution / active EE | $5,984 | $5,315+12.6% | $4,675+28.0% | $4,663+28.3% |
| Participant deferral / active EE | $10,457 | $6,467+61.7% | $5,631+85.7% | $6,689+56.3% |
| Admin fee / account holder | $26 | $19,275-99.9% | $15,885-99.8% | $13,390-99.8% |