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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,770 | $165,399-78.4% | $149,745-76.1% | $158,982-77.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.03% | 348.34%-333.3pp | 276.72%-261.7pp | 302.99%-288.0pp |
| Employer contribution / active EE | $1,404 | $5,105-72.5% | $4,646-69.8% | $4,763-70.5% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $10 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |