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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,683 | $72,071-56.0% | $68,368-53.7% | $137,256-76.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.37% | 353.14%-333.8pp | 292.57%-273.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $3,535 | $2,788+26.8% | $2,649+33.5% | $4,156-14.9% |
| Participant deferral / active EE | $4,871 | $4,410+10.5% | $4,123+18.2% | $6,407-24.0% |
| Admin fee / account holder | $31 | $5,336-99.4% | $5,150-99.4% | $12,270-99.7% |