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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,855 | $160,040-78.2% | $147,096-76.3% | $145,877-76.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 28.98% | 98.49%-69.5pp | 419.75%-390.8pp | 551.28%-522.3pp |
| Employer contribution / active EE | $1,639 | $5,289-69.0% | $4,936-66.8% | $4,663-64.9% |
| Participant deferral / active EE | $9,238 | $8,429+9.6% | $8,071+14.5% | $6,691+38.1% |
| Admin fee / account holder | $63 | $15,050-99.6% | $13,005-99.5% | $13,402-99.5% |