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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,268 | $160,040-74.8% | $147,096-72.6% | $145,877-72.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.41% | 98.49%-79.1pp | 419.75%-400.3pp | 551.28%-531.9pp |
| Employer contribution / active EE | $8,553 | $5,289+61.7% | $4,936+73.3% | $4,663+83.4% |
| Participant deferral / active EE | $31,600 | $8,429+274.9% | $8,071+291.5% | $6,691+372.3% |
| Admin fee / account holder | $66 | $15,050-99.6% | $13,005-99.5% | $13,402-99.5% |