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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,139 | $157,304-74.5% | $141,197-71.6% | $152,909-73.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 35.96% | 64.34%-28.4pp | 71.41%-35.4pp | 345.46%-309.5pp |
| Employer contribution / active EE | $2,921 | $5,263-44.5% | $4,736-38.3% | $4,764-38.7% |
| Participant deferral / active EE | $3,650 | $7,111-48.7% | $6,710-45.6% | $5,851-37.6% |
| Admin fee / account holder | $118 | $12,126-99.0% | $10,265-98.8% | $11,601-99.0% |