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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,608 | $154,228-81.5% | $145,433-80.3% | $137,256-79.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 243.51% | 74.59%+168.9pp | 66.58%+176.9pp | 220.34%+23.2pp |
| Employer contribution / active EE | $3,024 | $4,804-37.0% | $4,554-33.6% | $4,156-27.2% |
| Participant deferral / active EE | $3,024 | $8,216-63.2% | $7,897-61.7% | $6,407-52.8% |
| Admin fee / account holder | $31 | $14,344-99.8% | $13,129-99.8% | $12,270-99.7% |