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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,674 | $175,259-74.5% | $149,723-70.2% | $139,487-68.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.41% | 166.82%-154.4pp | 134.50%-122.1pp | 373.84%-361.4pp |
| Employer contribution / active EE | $2,771 | $5,478-49.4% | $4,821-42.5% | $4,755-41.7% |
| Participant deferral / active EE | $3,827 | $6,522-41.3% | $5,682-32.7% | $6,713-43.0% |
| Admin fee / account holder | $242 | $16,158-98.5% | $13,215-98.2% | $11,407-97.9% |