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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,313 | $165,399-76.2% | $149,745-73.7% | $158,982-75.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.99% | 348.34%-331.3pp | 276.72%-259.7pp | 302.99%-286.0pp |
| Employer contribution / active EE | $6,408 | $5,105+25.5% | $4,646+37.9% | $4,763+34.6% |
| Participant deferral / active EE | $5,050 | $7,183-29.7% | $6,843-26.2% | $5,983-15.6% |
| Admin fee / account holder | $15 | $10,811-99.9% | $9,312-99.8% | $11,252-99.9% |