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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,021 | $107,368-23.6% | $92,915-11.7% | $152,909-46.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 25.79% | 145.64%-119.9pp | 109.45%-83.7pp | 345.46%-319.7pp |
| Employer contribution / active EE | $3,540 | $4,222-16.2% | $3,653-3.1% | $4,764-25.7% |
| Participant deferral / active EE | $10,767 | $4,848+122.1% | $4,238+154.0% | $5,851+84.0% |
| Admin fee / account holder | $9 | $7,082-99.9% | $5,796-99.9% | $11,601-99.9% |