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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,445 | $183,539-82.9% | $155,556-79.8% | $145,897-78.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 31.48% | 61.31%-29.8pp | 64.84%-33.4pp | 552.29%-520.8pp |
| Employer contribution / active EE | $3,366 | $5,315-36.7% | $4,675-28.0% | $4,663-27.8% |
| Participant deferral / active EE | $9,424 | $6,467+45.7% | $5,631+67.4% | $6,689+40.9% |
| Admin fee / account holder | $204 | $19,275-98.9% | $15,885-98.7% | $13,390-98.5% |