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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,159 | $157,304-80.8% | $141,197-78.6% | $152,909-80.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.08% | 64.34%-38.3pp | 71.41%-45.3pp | 345.46%-319.4pp |
| Employer contribution / active EE | $3,409 | $5,263-35.2% | $4,736-28.0% | $4,764-28.4% |
| Participant deferral / active EE | $8,575 | $7,111+20.6% | $6,710+27.8% | $5,851+46.5% |
| Admin fee / account holder | $34 | $12,126-99.7% | $10,265-99.7% | $11,601-99.7% |