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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,130 | $165,399-74.5% | $149,745-71.9% | $158,982-73.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 41.11% | 348.34%-307.2pp | 276.72%-235.6pp | 302.99%-261.9pp |
| Employer contribution / active EE | $1,559 | $5,105-69.5% | $4,646-66.4% | $4,763-67.3% |
| Participant deferral / active EE | $8,700 | $7,183+21.1% | $6,843+27.1% | $5,983+45.4% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |