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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,856 | $196,972-81.3% | $182,262-79.8% | $198,609-81.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 23.61% | 158.27%-134.7pp | 140.60%-117.0pp | 202.70%-179.1pp |
| Employer contribution / active EE | $1,573 | $5,364-70.7% | $5,046-68.8% | $5,055-68.9% |
| Participant deferral / active EE | $9,059 | $8,643+4.8% | $8,276+9.5% | $6,977+29.8% |
| Admin fee / account holder | $143 | $18,429-99.2% | $16,712-99.1% | $19,030-99.2% |