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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,654 | $181,896-77.7% | $156,551-74.0% | $273,972-85.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 316.53% | 30.74%+285.8pp | 32.23%+284.3pp | 41.46%+275.1pp |
| Employer contribution / active EE | $1,629 | $6,248-73.9% | $5,501-70.4% | $4,869-66.5% |
| Participant deferral / active EE | $5,391 | $5,550-2.9% | $4,871+10.7% | $5,287+2.0% |
| Admin fee / account holder | $84 | $15,560-99.5% | $13,028-99.4% | $10,133-99.2% |