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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,975 | $105,210-61.1% | $159,487-74.3% | $85,851-52.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.59% | 45.08%-32.5pp | 263.71%-251.1pp | 318.63%-306.0pp |
| Employer contribution / active EE | $3,449 | $3,319+3.9% | $4,831-28.6% | $2,565+34.4% |
| Participant deferral / active EE | $2,554 | $5,946-57.0% | $7,354-65.3% | $3,952-35.4% |
| Admin fee / account holder | $145 | $6,934-97.9% | $10,804-98.7% | $6,261-97.7% |