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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,508 | $183,592-79.6% | $155,574-75.9% | $145,877-74.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.83% | 61.37%-46.5pp | 64.87%-50.0pp | 551.28%-536.5pp |
| Employer contribution / active EE | $1,057 | $5,317-80.1% | $4,676-77.4% | $4,663-77.3% |
| Participant deferral / active EE | $7,241 | $6,466+12.0% | $5,629+28.6% | $6,691+8.2% |
| Admin fee / account holder | $40 | $19,316-99.8% | $15,914-99.7% | $13,402-99.7% |