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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,917 | $107,368-73.1% | $92,915-68.9% | $152,909-81.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 27.38% | 145.64%-118.3pp | 109.45%-82.1pp | 345.46%-318.1pp |
| Employer contribution / active EE | $4,858 | $4,222+15.0% | $3,653+33.0% | $4,764+2.0% |
| Participant deferral / active EE | $5,102 | $4,848+5.2% | $4,238+20.4% | $5,851-12.8% |
| Admin fee / account holder | $221 | $7,082-96.9% | $5,796-96.2% | $11,601-98.1% |