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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,864 | $111,535-67.8% | $105,223-65.9% | $137,256-73.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.99% | 237.85%-217.9pp | 180.65%-160.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,684 | $3,939-31.9% | $3,689-27.2% | $4,156-35.4% |
| Participant deferral / active EE | $8,113 | $5,500+47.5% | $5,072+60.0% | $6,407+26.6% |
| Admin fee / account holder | $263 | $9,721-97.3% | $8,859-97.0% | $12,270-97.9% |