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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,493 | $154,228-72.4% | $145,433-70.8% | $137,256-69.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 155.32% | 74.59%+80.7pp | 66.58%+88.7pp | 220.34%-65.0pp |
| Employer contribution / active EE | $3,558 | $4,804-25.9% | $4,554-21.9% | $4,156-14.4% |
| Participant deferral / active EE | $3,379 | $8,216-58.9% | $7,897-57.2% | $6,407-47.3% |
| Admin fee / account holder | $66 | $14,344-99.5% | $13,129-99.5% | $12,270-99.5% |