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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,893 | $142,354-73.4% | $125,529-69.8% | $155,188-75.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 15.31% | 306.06%-290.8pp | 202.56%-187.3pp | 148.84%-133.5pp |
| Employer contribution / active EE | $6,234 | $3,501+78.0% | $3,058+103.9% | $4,248+46.8% |
| Participant deferral / active EE | $12,268 | $5,491+123.4% | $4,813+154.9% | $6,531+87.8% |
| Admin fee / account holder | $103 | $19,392-99.5% | $16,298-99.4% | $14,480-99.3% |