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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,206 | $165,351-74.5% | $149,710-71.8% | $158,931-73.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 41.54% | 348.19%-306.6pp | 276.63%-235.1pp | 302.86%-261.3pp |
| Employer contribution / active EE | $1,890 | $5,103-63.0% | $4,645-59.3% | $4,761-60.3% |
| Participant deferral / active EE | $7,050 | $7,181-1.8% | $6,842+3.0% | $5,982+17.9% |
| Admin fee / account holder | $17 | $10,807-99.8% | $9,309-99.8% | $11,247-99.9% |