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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,667 | $171,492-76.3% | $150,734-73.0% | $198,609-79.5% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 21.59% | 804.70%-783.1pp | 600.81%-579.2pp | 202.70%-181.1pp |
| Employer contribution / active EE | $2,637 | $5,470-51.8% | $4,918-46.4% | $5,055-47.8% |
| Participant deferral / active EE | $4,637 | $6,259-25.9% | $5,610-17.3% | $6,977-33.5% |
| Admin fee / account holder | $83 | $17,628-99.5% | $14,905-99.4% | $19,030-99.6% |