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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,060 | $81,643-57.1% | $70,462-50.2% | $158,950-77.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 11.12% | 208.51%-197.4pp | 109.08%-98.0pp | 302.91%-291.8pp |
| Employer contribution / active EE | $4,055 | $3,218+26.0% | $2,737+48.1% | $4,762-14.9% |
| Participant deferral / active EE | $8,290 | $4,555+82.0% | $3,710+123.5% | $5,983+38.6% |
| Admin fee / account holder | $26 | $6,194-99.6% | $3,845-99.3% | $11,248-99.8% |