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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,035 | $196,972-78.7% | $182,262-76.9% | $198,609-78.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 25.54% | 158.27%-132.7pp | 140.60%-115.1pp | 202.70%-177.2pp |
| Employer contribution / active EE | $3,583 | $5,364-33.2% | $5,046-29.0% | $5,055-29.1% |
| Participant deferral / active EE | $11,265 | $8,643+30.3% | $8,276+36.1% | $6,977+61.5% |
| Admin fee / account holder | $93 | $18,429-99.5% | $16,712-99.4% | $19,030-99.5% |