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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,366 | $185,883-78.3% | $170,043-76.3% | $139,466-71.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 35.43% | 60.54%-25.1pp | 53.40%-18.0pp | 373.66%-338.2pp |
| Employer contribution / active EE | $19,510 | $7,596+156.8% | $6,790+187.3% | $4,754+310.4% |
| Participant deferral / active EE | $12,790 | $11,626+10.0% | $10,410+22.9% | $6,712+90.6% |
| Admin fee / account holder | $50 | $15,393-99.7% | $12,824-99.6% | $11,409-99.6% |