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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,071 | $155,555-74.2% | $146,866-72.7% | $155,188-74.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 58.54% | 115.41%-56.9pp | 102.85%-44.3pp | 148.84%-90.3pp |
| Employer contribution / active EE | $3,990 | $4,647-14.1% | $4,425-9.8% | $4,248-6.1% |
| Participant deferral / active EE | $11,998 | $8,044+49.2% | $7,759+54.6% | $6,531+83.7% |
| Admin fee / account holder | $59 | $14,755-99.6% | $13,620-99.6% | $14,480-99.6% |