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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,785 | $165,351-83.2% | $149,710-81.4% | $158,931-82.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 40.37% | 348.19%-307.8pp | 276.63%-236.3pp | 302.86%-262.5pp |
| Employer contribution / active EE | $4,547 | $5,103-10.9% | $4,645-2.1% | $4,761-4.5% |
| Participant deferral / active EE | $5,393 | $7,181-24.9% | $6,842-21.2% | $5,982-9.8% |
| Admin fee / account holder | $88 | $10,807-99.2% | $9,309-99.1% | $11,247-99.2% |