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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,441 | $165,381-58.0% | $149,730-53.6% | $158,966-56.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 329.97% | 348.29%-18.3pp | 276.70%+53.3pp | 302.95%+27.0pp |
| Employer contribution / active EE | $2,755 | $5,104-46.0% | $4,645-40.7% | $4,762-42.1% |
| Participant deferral / active EE | $4,562 | $7,182-36.5% | $6,843-33.3% | $5,983-23.8% |
| Admin fee / account holder | $40 | $10,809-99.6% | $9,310-99.6% | $11,250-99.6% |