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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,944 | $125,778-71.4% | $114,563-68.6% | $154,746-76.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 25.18% | 295.14%-270.0pp | 241.09%-215.9pp | 172.34%-147.2pp |
| Employer contribution / active EE | $4,010 | $2,806+42.9% | $2,592+54.7% | $4,379-8.4% |
| Participant deferral / active EE | $9,646 | $4,445+117.0% | $4,142+132.9% | $6,730+43.3% |
| Admin fee / account holder | $28 | $8,190-99.7% | $7,623-99.6% | $14,365-99.8% |