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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,919 | $217,432-85.8% | $185,849-83.4% | $167,536-81.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.42% | 148.42%-139.0pp | 122.10%-112.7pp | 478.82%-469.4pp |
| Employer contribution / active EE | $3,102 | $5,875-47.2% | $5,169-40.0% | $4,839-35.9% |
| Participant deferral / active EE | $6,500 | $6,357+2.2% | $5,569+16.7% | $6,342+2.5% |
| Admin fee / account holder | $143 | $19,818-99.3% | $16,244-99.1% | $12,315-98.8% |