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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,807 | $72,071-43.4% | $68,368-40.3% | $137,256-70.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.63% | 353.14%-332.5pp | 292.57%-271.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,428 | $2,788-12.9% | $2,649-8.3% | $4,156-41.6% |
| Participant deferral / active EE | $4,266 | $4,410-3.3% | $4,123+3.5% | $6,407-33.4% |
| Admin fee / account holder | $48 | $5,336-99.1% | $5,150-99.1% | $12,270-99.6% |