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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,963 | $160,040-73.8% | $147,096-71.5% | $145,877-71.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.77% | 98.49%-75.7pp | 419.75%-397.0pp | 551.28%-528.5pp |
| Employer contribution / active EE | $5,756 | $5,289+8.8% | $4,936+16.6% | $4,663+23.4% |
| Participant deferral / active EE | $6,258 | $8,429-25.8% | $8,071-22.5% | $6,691-6.5% |
| Admin fee / account holder | $257 | $15,050-98.3% | $13,005-98.0% | $13,402-98.1% |