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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,135 | $70,366-20.2% | $66,674-15.8% | $138,895-59.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 20.04% | 386.41%-366.4pp | 321.24%-301.2pp | 145.39%-125.4pp |
| Employer contribution / active EE | $2,730 | $2,765-1.3% | $2,620+4.2% | $4,194-34.9% |
| Participant deferral / active EE | $10,002 | $4,374+128.7% | $4,084+144.9% | $6,396+56.4% |
| Admin fee / account holder | $284 | $5,262-94.6% | $5,098-94.4% | $12,562-97.7% |