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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,463 | $138,076-73.6% | $123,553-70.5% | $135,380-73.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 2.98% | 153.70%-150.7pp | 119.21%-116.2pp | 519.81%-516.8pp |
| Employer contribution / active EE | $4,422 | $5,152-14.2% | $4,628-4.4% | $4,779-7.5% |
| Participant deferral / active EE | $13,380 | $6,800+96.8% | $6,426+108.2% | $5,609+138.5% |
| Admin fee / account holder | $12 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |