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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,485 | $112,915-65.0% | $90,965-56.6% | $158,950-75.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 26.28% | 215.75%-189.5pp | 134.57%-108.3pp | 302.91%-276.6pp |
| Employer contribution / active EE | $3,176 | $2,894+9.7% | $2,122+49.6% | $4,762-33.3% |
| Participant deferral / active EE | $16,130 | $4,128+290.7% | $3,373+378.2% | $5,983+169.6% |
| Admin fee / account holder | $19 | $8,044-99.8% | $5,960-99.7% | $11,248-99.8% |