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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,404 | $165,399-76.8% | $149,745-74.4% | $158,982-75.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.51% | 348.34%-317.8pp | 276.72%-246.2pp | 302.99%-272.5pp |
| Employer contribution / active EE | $5,331 | $5,105+4.4% | $4,646+14.8% | $4,763+11.9% |
| Participant deferral / active EE | $4,880 | $7,183-32.1% | $6,843-28.7% | $5,983-18.4% |
| Admin fee / account holder | $47 | $10,811-99.6% | $9,312-99.5% | $11,252-99.6% |