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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,545 | $132,634-80.7% | $115,768-77.9% | $137,256-81.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 18.92% | 160.70%-141.8pp | 100.46%-81.5pp | 220.34%-201.4pp |
| Employer contribution / active EE | $4,249 | $3,360+26.5% | $2,940+44.5% | $4,156+2.2% |
| Participant deferral / active EE | $5,311 | $5,619-5.5% | $4,917+8.0% | $6,407-17.1% |
| Admin fee / account holder | $57 | $15,028-99.6% | $12,439-99.5% | $12,270-99.5% |