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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,780 | $209,425-80.5% | $178,499-77.2% | $158,966-74.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.37% | 188.80%-168.4pp | 151.10%-130.7pp | 302.95%-282.6pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $13,047 | $5,955+119.1% | $5,202+150.8% | $5,983+118.1% |
| Admin fee / account holder | $157 | $17,078-99.1% | $13,986-98.9% | $11,250-98.6% |