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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,042 | $159,934-78.7% | $147,005-76.8% | $145,959-76.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.97% | 98.24%-84.3pp | 418.76%-404.8pp | 561.95%-548.0pp |
| Employer contribution / active EE | $3,508 | $5,287-33.6% | $4,934-28.9% | $4,661-24.7% |
| Participant deferral / active EE | $4,241 | $8,427-49.7% | $8,070-47.4% | $6,689-36.6% |
| Admin fee / account holder | $198 | $15,053-98.7% | $13,006-98.5% | $13,398-98.5% |