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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,736 | $115,903-83.8% | $100,528-81.4% | $158,966-88.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 67.39% | 34.80%+32.6pp | 30.90%+36.5pp | 302.95%-235.6pp |
| Employer contribution / active EE | $8,336 | $4,105+103.0% | $3,419+143.8% | $4,762+75.0% |
| Participant deferral / active EE | $5,051 | $6,677-24.3% | $6,271-19.5% | $5,983-15.6% |
| Admin fee / account holder | $291 | $11,000-97.4% | $8,084-96.4% | $11,250-97.4% |