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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,455 | $176,105-87.8% | $159,474-86.5% | $167,536-87.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.11% | 331.91%-319.8pp | 263.68%-251.6pp | 478.82%-466.7pp |
| Employer contribution / active EE | $4,010 | $5,299-24.3% | $4,831-17.0% | $4,839-17.1% |
| Participant deferral / active EE | $12,322 | $7,751+59.0% | $7,353+67.6% | $6,342+94.3% |
| Admin fee / account holder | $260 | $12,559-97.9% | $10,802-97.6% | $12,315-97.9% |