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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,536 | $150,412-75.7% | $120,574-69.7% | $145,884-75.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.78% | 154.50%-142.7pp | 107.42%-95.6pp | 551.85%-540.1pp |
| Employer contribution / active EE | $1,504 | $4,355-65.5% | $3,471-56.7% | $4,662-67.7% |
| Participant deferral / active EE | $1,774 | $6,175-71.3% | $4,996-64.5% | $6,690-73.5% |
| Admin fee / account holder | $18 | $12,224-99.9% | $9,445-99.8% | $13,392-99.9% |