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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,556 | $162,529-75.0% | $130,788-69.0% | $154,746-73.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 12.52% | 510.48%-498.0pp | 386.44%-373.9pp | 172.34%-159.8pp |
| Employer contribution / active EE | $4,108 | $4,447-7.6% | $3,558+15.5% | $4,379-6.2% |
| Participant deferral / active EE | $4,108 | $4,808-14.6% | $4,137-0.7% | $6,730-39.0% |
| Admin fee / account holder | $75 | $7,669-99.0% | $6,673-98.9% | $14,365-99.5% |