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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,818 | $69,248-43.9% | $64,101-39.4% | $139,466-72.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.29% | 45.95%-30.7pp | 33.72%-18.4pp | 373.66%-358.4pp |
| Employer contribution / active EE | $6,765 | $3,185+112.4% | $2,749+146.1% | $4,754+42.3% |
| Participant deferral / active EE | $7,596 | $4,682+62.2% | $3,881+95.7% | $6,712+13.2% |
| Admin fee / account holder | $23 | $4,247-99.5% | $3,070-99.3% | $11,409-99.8% |