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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,193 | $70,366-47.1% | $66,674-44.2% | $138,895-73.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.25% | 386.41%-369.2pp | 321.24%-304.0pp | 145.39%-128.1pp |
| Employer contribution / active EE | $3,438 | $2,765+24.3% | $2,620+31.2% | $4,194-18.0% |
| Participant deferral / active EE | $6,139 | $4,374+40.3% | $4,084+50.3% | $6,396-4.0% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |