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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,865 | $132,634-67.7% | $115,768-63.0% | $137,256-68.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 20.61% | 160.70%-140.1pp | 100.46%-79.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $6,020 | $3,360+79.2% | $2,940+104.8% | $4,156+44.9% |
| Participant deferral / active EE | $8,377 | $5,619+49.1% | $4,917+70.4% | $6,407+30.8% |
| Admin fee / account holder | $94 | $15,028-99.4% | $12,439-99.2% | $12,270-99.2% |