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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,712 | $162,821-80.5% | $133,978-76.3% | $158,982-80.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 32.63% | 41.95%-9.3pp | 45.10%-12.5pp | 302.99%-270.4pp |
| Employer contribution / active EE | $4,064 | $4,976-18.3% | $3,919+3.7% | $4,763-14.7% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $79 | $11,742-99.3% | $8,930-99.1% | $11,252-99.3% |