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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,448 | $176,120-78.2% | $159,487-75.9% | $167,553-77.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.04% | 331.95%-317.9pp | 263.71%-249.7pp | 478.89%-464.9pp |
| Employer contribution / active EE | $5,184 | $5,299-2.2% | $4,831+7.3% | $4,840+7.1% |
| Participant deferral / active EE | $4,875 | $7,752-37.1% | $7,354-33.7% | $6,343-23.1% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |