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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,088 | $132,099-70.4% | $115,599-66.2% | $138,895-71.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 25.85% | 176.76%-150.9pp | 111.10%-85.2pp | 145.39%-119.5pp |
| Employer contribution / active EE | $8,240 | $3,416+141.2% | $2,955+178.8% | $4,194+96.5% |
| Participant deferral / active EE | $6,076 | $5,617+8.2% | $4,889+24.3% | $6,396-5.0% |
| Admin fee / account holder | $0 | $15,650-100.0% | $12,841-100.0% | $12,562-100.0% |