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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,630 | $157,276-74.8% | $141,177-71.9% | $152,885-74.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.66% | 64.33%-36.7pp | 71.40%-43.7pp | 345.39%-317.7pp |
| Employer contribution / active EE | $3,579 | $5,262-32.0% | $4,736-24.4% | $4,763-24.9% |
| Participant deferral / active EE | $9,793 | $7,110+37.7% | $6,710+45.9% | $5,851+67.4% |
| Admin fee / account holder | $11 | $12,123-99.9% | $10,263-99.9% | $11,598-99.9% |