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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,892 | $196,972-82.3% | $182,262-80.9% | $198,609-82.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 23.56% | 158.27%-134.7pp | 140.60%-117.0pp | 202.70%-179.1pp |
| Employer contribution / active EE | $11,045 | $5,364+105.9% | $5,046+118.9% | $5,055+118.5% |
| Participant deferral / active EE | $12,500 | $8,643+44.6% | $8,276+51.0% | $6,977+79.2% |
| Admin fee / account holder | $107 | $18,429-99.4% | $16,712-99.4% | $19,030-99.4% |