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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,881 | $72,071-47.4% | $68,368-44.6% | $137,256-72.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 31.10% | 353.14%-322.0pp | 292.57%-261.5pp | 220.34%-189.2pp |
| Employer contribution / active EE | $4,395 | $2,788+57.6% | $2,649+65.9% | $4,156+5.8% |
| Participant deferral / active EE | $16,662 | $4,410+277.8% | $4,123+304.1% | $6,407+160.1% |
| Admin fee / account holder | $15 | $5,336-99.7% | $5,150-99.7% | $12,270-99.9% |