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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,005 | $70,366+9.4% | $66,674+15.5% | $138,895-44.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 18.07% | 386.41%-368.3pp | 321.24%-303.2pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,745 | $2,765-36.9% | $2,620-33.4% | $4,194-58.4% |
| Participant deferral / active EE | $8,769 | $4,374+100.5% | $4,084+114.7% | $6,396+37.1% |
| Admin fee / account holder | $20 | $5,262-99.6% | $5,098-99.6% | $12,562-99.8% |