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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,944 | $101,618-64.6% | $93,063-61.4% | $137,256-73.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 25.18% | 223.95%-198.8pp | 34.15%-9.0pp | 220.34%-195.2pp |
| Employer contribution / active EE | $4,010 | $2,707+48.1% | $2,476+61.9% | $4,156-3.5% |
| Participant deferral / active EE | $9,646 | $4,279+125.4% | $3,958+143.7% | $6,407+50.6% |
| Admin fee / account holder | $28 | $6,198-99.5% | $6,033-99.5% | $12,270-99.8% |