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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,030 | $183,539-80.4% | $155,556-76.8% | $145,897-75.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.30% | 61.31%-51.0pp | 64.84%-54.5pp | 552.29%-542.0pp |
| Employer contribution / active EE | $3,196 | $5,315-39.9% | $4,675-31.6% | $4,663-31.5% |
| Participant deferral / active EE | $8,063 | $6,467+24.7% | $5,631+43.2% | $6,689+20.5% |
| Admin fee / account holder | $79 | $19,275-99.6% | $15,885-99.5% | $13,390-99.4% |