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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,643 | $157,276-75.4% | $141,177-72.6% | $152,885-74.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.21% | 64.33%-43.1pp | 71.40%-50.2pp | 345.39%-324.2pp |
| Employer contribution / active EE | $5,000 | $5,262-5.0% | $4,736+5.6% | $4,763+5.0% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $160 | $12,123-98.7% | $10,263-98.4% | $11,598-98.6% |