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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,892 | $196,972-78.7% | $182,262-77.0% | $198,609-78.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.11% | 158.27%-138.2pp | 140.60%-120.5pp | 202.70%-182.6pp |
| Employer contribution / active EE | $3,014 | $5,364-43.8% | $5,046-40.3% | $5,055-40.4% |
| Participant deferral / active EE | $5,981 | $8,643-30.8% | $8,276-27.7% | $6,977-14.3% |
| Admin fee / account holder | $83 | $18,429-99.5% | $16,712-99.5% | $19,030-99.6% |