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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,398 | $198,457-79.6% | $170,435-76.3% | $147,586-72.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.24% | 257.30%-243.1pp | 205.94%-191.7pp | 578.59%-564.4pp |
| Employer contribution / active EE | $1,319 | $6,183-78.7% | $5,432-75.7% | $4,876-73.0% |
| Participant deferral / active EE | $2,725 | $5,629-51.6% | $4,939-44.8% | $5,439-49.9% |
| Admin fee / account holder | $72 | $16,852-99.6% | $13,881-99.5% | $10,886-99.3% |