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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,630 | $160,028-74.0% | $147,080-71.7% | $145,884-71.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.99% | 98.60%-84.6pp | 420.17%-406.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $11,577 | $5,286+119.0% | $4,933+134.7% | $4,662+148.3% |
| Participant deferral / active EE | $5,053 | $8,422-40.0% | $8,066-37.4% | $6,690-24.5% |
| Admin fee / account holder | $20 | $15,030-99.9% | $12,989-99.8% | $13,392-99.8% |