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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,414 | $167,030-77.0% | $135,768-71.7% | $155,188-75.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 18.64% | 678.39%-659.8pp | 526.10%-507.5pp | 148.84%-130.2pp |
| Employer contribution / active EE | $4,356 | $4,132+5.4% | $3,394+28.3% | $4,248+2.5% |
| Participant deferral / active EE | $17,031 | $4,528+276.2% | $3,977+328.2% | $6,531+160.8% |
| Admin fee / account holder | $43 | $8,172-99.5% | $7,048-99.4% | $14,480-99.7% |