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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,683 | $102,595-69.1% | $94,057-66.3% | $154,746-79.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 19.37% | 583.42%-564.1pp | 480.62%-461.3pp | 172.34%-153.0pp |
| Employer contribution / active EE | $3,535 | $3,147+12.3% | $2,933+20.5% | $4,379-19.3% |
| Participant deferral / active EE | $4,871 | $5,118-4.8% | $4,709+3.4% | $6,730-27.6% |
| Admin fee / account holder | $31 | $7,736-99.6% | $7,244-99.6% | $14,365-99.8% |