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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,415 | $108,922-67.5% | $100,398-64.7% | $145,978-75.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.31% | 58.04%-44.7pp | 49.32%-36.0pp | 550.52%-537.2pp |
| Employer contribution / active EE | $4,500 | $4,426+1.7% | $3,946+14.0% | $4,662-3.5% |
| Participant deferral / active EE | $4,500 | $8,450-46.7% | $8,084-44.3% | $6,690-32.7% |
| Admin fee / account holder | $46 | $9,680-99.5% | $7,893-99.4% | $13,400-99.7% |