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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,203 | $72,071-37.3% | $68,368-33.9% | $137,256-67.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.16% | 353.14%-339.0pp | 292.57%-278.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $3,078 | $2,788+10.4% | $2,649+16.2% | $4,156-25.9% |
| Participant deferral / active EE | $3,078 | $4,410-30.2% | $4,123-25.4% | $6,407-52.0% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |