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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,948 | $217,432-81.6% | $185,851-78.5% | $167,553-76.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.43% | 148.43%-136.0pp | 122.11%-109.7pp | 478.89%-466.5pp |
| Employer contribution / active EE | $4,305 | $5,874-26.7% | $5,168-16.7% | $4,840-11.0% |
| Participant deferral / active EE | $7,125 | $6,357+12.1% | $5,569+28.0% | $6,343+12.3% |
| Admin fee / account holder | $223 | $19,820-98.9% | $16,245-98.6% | $12,316-98.2% |