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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,431 | $197,637-78.5% | $177,848-76.1% | $158,982-73.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 50.01% | 58.77%-8.8pp | 48.33%+1.7pp | 302.99%-253.0pp |
| Employer contribution / active EE | $3,530 | $6,698-47.3% | $5,919-40.4% | $4,763-25.9% |
| Participant deferral / active EE | $5,274 | $8,405-37.2% | $7,714-31.6% | $5,983-11.8% |
| Admin fee / account holder | $17 | $15,406-99.9% | $12,431-99.9% | $11,252-99.8% |