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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,269 | $107,368-65.3% | $92,915-59.9% | $152,909-75.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.12% | 145.64%-122.5pp | 109.45%-86.3pp | 345.46%-322.3pp |
| Employer contribution / active EE | $6,472 | $4,222+53.3% | $3,653+77.2% | $4,764+35.9% |
| Participant deferral / active EE | $6,971 | $4,848+43.8% | $4,238+64.5% | $5,851+19.1% |
| Admin fee / account holder | $264 | $7,082-96.3% | $5,796-95.4% | $11,601-97.7% |