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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,672 | $227,291-82.5% | $214,702-81.5% | $155,188-74.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 66.94% | 60.08%+6.9pp | 54.55%+12.4pp | 148.84%-81.9pp |
| Employer contribution / active EE | $17,252 | $6,772+154.8% | $6,461+167.0% | $4,248+306.1% |
| Participant deferral / active EE | $9,548 | $9,582-0.3% | $9,147+4.4% | $6,531+46.2% |
| Admin fee / account holder | $183 | $20,413-99.1% | $19,830-99.1% | $14,480-98.7% |