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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,785 | $165,399-83.2% | $149,745-81.4% | $158,982-82.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 40.37% | 348.34%-308.0pp | 276.72%-236.4pp | 302.99%-262.6pp |
| Employer contribution / active EE | $4,547 | $5,105-10.9% | $4,646-2.1% | $4,763-4.5% |
| Participant deferral / active EE | $5,393 | $7,183-24.9% | $6,843-21.2% | $5,983-9.9% |
| Admin fee / account holder | $88 | $10,811-99.2% | $9,312-99.1% | $11,252-99.2% |