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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,189 | $157,304-80.2% | $141,197-77.9% | $152,909-79.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.79% | 64.34%-47.6pp | 71.41%-54.6pp | 345.46%-328.7pp |
| Employer contribution / active EE | $5,022 | $5,263-4.6% | $4,736+6.0% | $4,764+5.4% |
| Participant deferral / active EE | $7,976 | $7,111+12.2% | $6,710+18.9% | $5,851+36.3% |
| Admin fee / account holder | $40 | $12,126-99.7% | $10,265-99.6% | $11,601-99.7% |