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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,728 | $149,040-81.4% | $120,225-76.9% | $137,256-79.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 23.84% | 605.68%-581.8pp | 439.23%-415.4pp | 220.34%-196.5pp |
| Employer contribution / active EE | $3,445 | $4,350-20.8% | $3,475-0.9% | $4,156-17.1% |
| Participant deferral / active EE | $3,596 | $4,655-22.7% | $3,999-10.1% | $6,407-43.9% |
| Admin fee / account holder | $158 | $6,348-97.5% | $5,696-97.2% | $12,270-98.7% |