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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,920 | $168,636-78.1% | $147,618-75.0% | $125,388-70.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.37% | 77.65%-78.0pp | 61.98%-62.3pp | 282.24%-282.6pp |
| Employer contribution / active EE | $3,333 | $6,252-46.7% | $5,565-40.1% | $4,866-31.5% |
| Participant deferral / active EE | $7,175 | $5,507+30.3% | $4,895+46.6% | $5,352+34.1% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |