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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,956 | $227,291-82.0% | $214,702-80.9% | $155,188-73.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 25.82% | 60.08%-34.3pp | 54.55%-28.7pp | 148.84%-123.0pp |
| Employer contribution / active EE | $3,687 | $6,772-45.6% | $6,461-42.9% | $4,248-13.2% |
| Participant deferral / active EE | $10,688 | $9,582+11.5% | $9,147+16.9% | $6,531+63.7% |
| Admin fee / account holder | $20 | $20,413-99.9% | $19,830-99.9% | $14,480-99.9% |