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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,279 | $183,516-84.0% | $155,534-81.2% | $145,884-79.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.88% | 61.43%-36.5pp | 64.92%-40.0pp | 551.85%-527.0pp |
| Employer contribution / active EE | $6,191 | $5,315+16.5% | $4,675+32.4% | $4,662+32.8% |
| Participant deferral / active EE | $10,167 | $6,467+57.2% | $5,630+80.6% | $6,690+52.0% |
| Admin fee / account holder | $68 | $19,293-99.6% | $15,900-99.6% | $13,392-99.5% |