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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,398 | $125,778-68.7% | $114,563-65.6% | $154,746-74.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 17.65% | 295.14%-277.5pp | 241.09%-223.4pp | 172.34%-154.7pp |
| Employer contribution / active EE | $2,488 | $2,806-11.3% | $2,592-4.0% | $4,379-43.2% |
| Participant deferral / active EE | $11,561 | $4,445+160.1% | $4,142+179.1% | $6,730+71.8% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |