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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,395 | $144,130-73.4% | $117,860-67.4% | $147,585-74.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.97% | 531.20%-519.2pp | 335.10%-323.1pp | 578.58%-566.6pp |
| Employer contribution / active EE | $3,742 | $4,897-23.6% | $3,786-1.2% | $4,876-23.3% |
| Participant deferral / active EE | $7,658 | $5,316+44.0% | $4,482+70.9% | $5,439+40.8% |
| Admin fee / account holder | $266 | $10,887-97.6% | $8,021-96.7% | $10,886-97.6% |