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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,880 | $202,463-79.8% | $169,397-75.9% | $139,487-70.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 24.87% | 532.64%-507.8pp | 406.23%-381.4pp | 373.84%-349.0pp |
| Employer contribution / active EE | $1,958 | $4,694-58.3% | $4,013-51.2% | $4,755-58.8% |
| Participant deferral / active EE | $17,275 | $6,941+148.9% | $6,223+177.6% | $6,713+157.3% |
| Admin fee / account holder | $160 | $10,726-98.5% | $9,017-98.2% | $11,407-98.6% |