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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,251 | $165,399-78.1% | $149,745-75.8% | $158,982-77.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.91% | 348.34%-324.4pp | 276.72%-252.8pp | 302.99%-279.1pp |
| Employer contribution / active EE | $4,200 | $5,105-17.7% | $4,646-9.6% | $4,763-11.8% |
| Participant deferral / active EE | $13,550 | $7,183+88.6% | $6,843+98.0% | $5,983+126.5% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |