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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,428 | $108,897-66.5% | $100,378-63.7% | $145,877-75.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.07% | 58.17%-45.1pp | 49.41%-36.3pp | 551.28%-538.2pp |
| Employer contribution / active EE | $3,203 | $4,420-27.5% | $3,942-18.8% | $4,663-31.3% |
| Participant deferral / active EE | $3,870 | $8,455-54.2% | $8,087-52.1% | $6,691-42.2% |
| Admin fee / account holder | $33 | $9,690-99.7% | $7,899-99.6% | $13,402-99.8% |