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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,300 | $157,304-81.4% | $141,197-79.2% | $152,909-80.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 33.31% | 64.34%-31.0pp | 71.41%-38.1pp | 345.46%-312.2pp |
| Employer contribution / active EE | $4,785 | $5,263-9.1% | $4,736+1.0% | $4,764+0.4% |
| Participant deferral / active EE | $10,451 | $7,111+47.0% | $6,710+55.7% | $5,851+78.6% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |