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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,261 | $135,645-70.3% | $110,243-63.5% | $135,380-70.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 5.06% | 513.24%-508.2pp | 314.76%-309.7pp | 519.81%-514.8pp |
| Employer contribution / active EE | $3,457 | $4,907-29.6% | $3,827-9.7% | $4,779-27.7% |
| Participant deferral / active EE | $8,167 | $5,507+48.3% | $4,672+74.8% | $5,609+45.6% |
| Admin fee / account holder | $243 | $11,458-97.9% | $8,548-97.2% | $10,828-97.8% |