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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,130 | $142,354-82.3% | $125,529-80.0% | $155,188-83.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 15.38% | 306.06%-290.7pp | 202.56%-187.2pp | 148.84%-133.5pp |
| Employer contribution / active EE | $2,828 | $3,501-19.2% | $3,058-7.5% | $4,248-33.4% |
| Participant deferral / active EE | $3,508 | $5,491-36.1% | $4,813-27.1% | $6,531-46.3% |
| Admin fee / account holder | $241 | $19,392-98.8% | $16,298-98.5% | $14,480-98.3% |