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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,380 | $165,399-81.0% | $149,745-79.0% | $158,982-80.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 45.38% | 348.34%-303.0pp | 276.72%-231.3pp | 302.99%-257.6pp |
| Employer contribution / active EE | $4,612 | $5,105-9.6% | $4,646-0.7% | $4,763-3.2% |
| Participant deferral / active EE | $12,276 | $7,183+70.9% | $6,843+79.4% | $5,983+105.2% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |