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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,520 | $217,432-83.2% | $185,851-80.4% | $167,553-78.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.05% | 148.43%-129.4pp | 122.11%-103.1pp | 478.89%-459.8pp |
| Employer contribution / active EE | $5,924 | $5,874+0.8% | $5,168+14.6% | $4,840+22.4% |
| Participant deferral / active EE | $21,033 | $6,357+230.9% | $5,569+277.7% | $6,343+231.6% |
| Admin fee / account holder | $42 | $19,820-99.8% | $16,245-99.7% | $12,316-99.7% |