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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,979 | $183,539-78.8% | $155,556-74.9% | $145,897-73.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.06% | 61.31%-49.2pp | 64.84%-52.8pp | 552.29%-540.2pp |
| Employer contribution / active EE | $4,360 | $5,315-18.0% | $4,675-6.7% | $4,663-6.5% |
| Participant deferral / active EE | $5,023 | $6,467-22.3% | $5,631-10.8% | $6,689-24.9% |
| Admin fee / account holder | $231 | $19,275-98.8% | $15,885-98.5% | $13,390-98.3% |