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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,578 | $217,432-80.9% | $185,851-77.6% | $167,553-75.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 27.00% | 148.43%-121.4pp | 122.11%-95.1pp | 478.89%-451.9pp |
| Employer contribution / active EE | $8,076 | $5,874+37.5% | $5,168+56.3% | $4,840+66.9% |
| Participant deferral / active EE | $4,358 | $6,357-31.4% | $5,569-21.7% | $6,343-31.3% |
| Admin fee / account holder | $242 | $19,820-98.8% | $16,245-98.5% | $12,316-98.0% |