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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,432 | $111,535-67.3% | $105,223-65.4% | $137,256-73.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.29% | 237.85%-218.6pp | 180.65%-161.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $3,485 | $3,939-11.5% | $3,689-5.5% | $4,156-16.2% |
| Participant deferral / active EE | $8,507 | $5,500+54.7% | $5,072+67.7% | $6,407+32.8% |
| Admin fee / account holder | $87 | $9,721-99.1% | $8,859-99.0% | $12,270-99.3% |