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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,325 | $142,354-71.7% | $125,529-67.9% | $155,188-74.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 24.09% | 306.06%-282.0pp | 202.56%-178.5pp | 148.84%-124.7pp |
| Employer contribution / active EE | $6,831 | $3,501+95.1% | $3,058+123.4% | $4,248+60.8% |
| Participant deferral / active EE | $9,078 | $5,491+65.3% | $4,813+88.6% | $6,531+39.0% |
| Admin fee / account holder | $46 | $19,392-99.8% | $16,298-99.7% | $14,480-99.7% |