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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,107 | $196,972-79.1% | $182,262-77.4% | $198,609-79.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 21.57% | 158.27%-136.7pp | 140.60%-119.0pp | 202.70%-181.1pp |
| Employer contribution / active EE | $2,524 | $5,364-52.9% | $5,046-50.0% | $5,055-50.1% |
| Participant deferral / active EE | $11,380 | $8,643+31.7% | $8,276+37.5% | $6,977+63.1% |
| Admin fee / account holder | $51 | $18,429-99.7% | $16,712-99.7% | $19,030-99.7% |