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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,520 | $217,392-83.2% | $185,818-80.3% | $167,497-78.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.05% | 148.37%-129.3pp | 122.06%-103.0pp | 478.62%-459.6pp |
| Employer contribution / active EE | $5,924 | $5,873+0.9% | $5,168+14.6% | $4,838+22.4% |
| Participant deferral / active EE | $21,033 | $6,357+230.9% | $5,568+277.7% | $6,341+231.7% |
| Admin fee / account holder | $42 | $19,813-99.8% | $16,239-99.7% | $12,310-99.7% |