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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,961 | $107,368-65.6% | $92,915-60.2% | $152,909-75.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 36.64% | 145.64%-109.0pp | 109.45%-72.8pp | 345.46%-308.8pp |
| Employer contribution / active EE | $4,239 | $4,222+0.4% | $3,653+16.0% | $4,764-11.0% |
| Participant deferral / active EE | $18,080 | $4,848+272.9% | $4,238+326.6% | $5,851+209.0% |
| Admin fee / account holder | $162 | $7,082-97.7% | $5,796-97.2% | $11,601-98.6% |