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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,779 | $157,296-76.6% | $141,191-74.0% | $152,897-75.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.14% | 64.34%-39.2pp | 71.41%-46.3pp | 345.43%-320.3pp |
| Employer contribution / active EE | $4,039 | $5,262-23.2% | $4,736-14.7% | $4,764-15.2% |
| Participant deferral / active EE | $6,715 | $7,111-5.6% | $6,710+0.1% | $5,851+14.8% |
| Admin fee / account holder | $219 | $12,125-98.2% | $10,264-97.9% | $11,599-98.1% |