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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,079 | $196,972-79.1% | $182,262-77.5% | $198,609-79.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 31.87% | 158.27%-126.4pp | 140.60%-108.7pp | 202.70%-170.8pp |
| Employer contribution / active EE | $3,536 | $5,364-34.1% | $5,046-29.9% | $5,055-30.1% |
| Participant deferral / active EE | $8,435 | $8,643-2.4% | $8,276+1.9% | $6,977+20.9% |
| Admin fee / account holder | $38 | $18,429-99.8% | $16,712-99.8% | $19,030-99.8% |