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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,786 | $96,491-55.7% | $75,894-43.6% | $152,885-72.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 309.22% | 33.98%+275.2pp | 30.76%+278.5pp | 345.39%-36.2pp |
| Employer contribution / active EE | $2,780 | $3,310-16.0% | $2,501+11.2% | $4,763-41.6% |
| Participant deferral / active EE | $6,390 | $4,553+40.3% | $3,603+77.3% | $5,851+9.2% |
| Admin fee / account holder | $110 | $8,079-98.6% | $5,420-98.0% | $11,598-99.1% |