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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,260 | $160,040-80.5% | $147,096-78.7% | $145,877-78.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 40.01% | 98.49%-58.5pp | 419.75%-379.7pp | 551.28%-511.3pp |
| Employer contribution / active EE | $2,748 | $5,289-48.1% | $4,936-44.3% | $4,663-41.1% |
| Participant deferral / active EE | $5,334 | $8,429-36.7% | $8,071-33.9% | $6,691-20.3% |
| Admin fee / account holder | $43 | $15,050-99.7% | $13,005-99.7% | $13,402-99.7% |