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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,060 | $159,934-78.7% | $147,005-76.8% | $145,959-76.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.22% | 98.24%-87.0pp | 418.76%-407.5pp | 561.95%-550.7pp |
| Employer contribution / active EE | $8,158 | $5,287+54.3% | $4,934+65.3% | $4,661+75.0% |
| Participant deferral / active EE | $3,910 | $8,427-53.6% | $8,070-51.5% | $6,689-41.5% |
| Admin fee / account holder | $279 | $15,053-98.1% | $13,006-97.9% | $13,398-97.9% |