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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,410 | $125,778-71.1% | $114,563-68.2% | $154,746-76.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 20.27% | 295.14%-274.9pp | 241.09%-220.8pp | 172.34%-152.1pp |
| Employer contribution / active EE | $3,952 | $2,806+40.8% | $2,592+52.5% | $4,379-9.8% |
| Participant deferral / active EE | $6,724 | $4,445+51.3% | $4,142+62.3% | $6,730-0.1% |
| Admin fee / account holder | $283 | $8,190-96.5% | $7,623-96.3% | $14,365-98.0% |