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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,385 | $160,040-79.1% | $147,096-77.3% | $145,877-77.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.56% | 98.49%-86.9pp | 419.75%-408.2pp | 551.28%-539.7pp |
| Employer contribution / active EE | $9,325 | $5,289+76.3% | $4,936+88.9% | $4,663+100.0% |
| Participant deferral / active EE | $2,666 | $8,429-68.4% | $8,071-67.0% | $6,691-60.2% |
| Admin fee / account holder | $5 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |