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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,242 | $148,623-72.9% | $135,974-70.4% | $139,466-71.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.38% | 79.30%-60.9pp | 68.30%-49.9pp | 373.66%-355.3pp |
| Employer contribution / active EE | $8,000 | $5,246+52.5% | $4,859+64.6% | $4,754+68.3% |
| Participant deferral / active EE | $6,983 | $8,103-13.8% | $7,760-10.0% | $6,712+4.0% |
| Admin fee / account holder | $79 | $12,406-99.4% | $10,767-99.3% | $11,409-99.3% |