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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,928 | $165,399-75.9% | $149,745-73.3% | $158,982-74.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.19% | 348.34%-321.1pp | 276.72%-249.5pp | 302.99%-275.8pp |
| Employer contribution / active EE | $2,777 | $5,105-45.6% | $4,646-40.2% | $4,763-41.7% |
| Participant deferral / active EE | $10,781 | $7,183+50.1% | $6,843+57.5% | $5,983+80.2% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |