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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,072 | $176,105-79.5% | $159,474-77.4% | $167,536-78.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.31% | 331.91%-311.6pp | 263.68%-243.4pp | 478.82%-458.5pp |
| Employer contribution / active EE | $4,921 | $5,299-7.1% | $4,831+1.9% | $4,839+1.7% |
| Participant deferral / active EE | $15,816 | $7,751+104.0% | $7,353+115.1% | $6,342+149.4% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |