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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,461 | $148,582-86.2% | $135,942-84.9% | $139,456-85.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 41.91% | 79.26%-37.4pp | 68.28%-26.4pp | 373.45%-331.5pp |
| Employer contribution / active EE | $5,364 | $5,245+2.3% | $4,858+10.4% | $4,753+12.9% |
| Participant deferral / active EE | $7,093 | $8,101-12.5% | $7,759-8.6% | $6,711+5.7% |
| Admin fee / account holder | $278 | $12,402-97.8% | $10,764-97.4% | $11,407-97.6% |