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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,556 | $167,030-75.7% | $135,768-70.1% | $155,188-73.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 12.52% | 678.39%-665.9pp | 526.10%-513.6pp | 148.84%-136.3pp |
| Employer contribution / active EE | $4,108 | $4,132-0.6% | $3,394+21.1% | $4,248-3.3% |
| Participant deferral / active EE | $4,108 | $4,528-9.3% | $3,977+3.3% | $6,531-37.1% |
| Admin fee / account holder | $75 | $8,172-99.1% | $7,048-98.9% | $14,480-99.5% |