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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,663 | $167,352-76.3% | $143,788-72.4% | $134,509-70.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 270.76% | 0.47%+270.3pp | -0.03%+270.8pp | 418.13%-147.4pp |
| Employer contribution / active EE | $2,037 | $5,620-63.7% | $4,952-58.9% | $4,741-57.0% |
| Participant deferral / active EE | $9,716 | $6,447+50.7% | $5,638+72.3% | $6,400+51.8% |
| Admin fee / account holder | $292 | $18,091-98.4% | $14,675-98.0% | $11,427-97.4% |