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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,042 | $160,040-78.7% | $147,096-76.9% | $145,877-76.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.97% | 98.49%-84.5pp | 419.75%-405.8pp | 551.28%-537.3pp |
| Employer contribution / active EE | $3,508 | $5,289-33.7% | $4,936-28.9% | $4,663-24.8% |
| Participant deferral / active EE | $4,241 | $8,429-49.7% | $8,071-47.5% | $6,691-36.6% |
| Admin fee / account holder | $198 | $15,050-98.7% | $13,005-98.5% | $13,402-98.5% |