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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,231 | $183,539-79.2% | $155,556-75.4% | $145,897-73.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.71% | 61.31%-41.6pp | 64.84%-45.1pp | 552.29%-532.6pp |
| Employer contribution / active EE | $2,060 | $5,315-61.2% | $4,675-55.9% | $4,663-55.8% |
| Participant deferral / active EE | $5,781 | $6,467-10.6% | $5,631+2.7% | $6,689-13.6% |
| Admin fee / account holder | $40 | $19,275-99.8% | $15,885-99.7% | $13,390-99.7% |