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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,417 | $157,304-75.6% | $141,197-72.8% | $152,909-74.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.21% | 64.34%-39.1pp | 71.41%-46.2pp | 345.46%-320.3pp |
| Employer contribution / active EE | $3,937 | $5,263-25.2% | $4,736-16.9% | $4,764-17.4% |
| Participant deferral / active EE | $10,771 | $7,111+51.5% | $6,710+60.5% | $5,851+84.1% |
| Admin fee / account holder | $13 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |