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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,684 | $165,361-81.4% | $149,715-79.5% | $158,950-80.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 36.49% | 348.24%-311.7pp | 276.66%-240.2pp | 302.91%-266.4pp |
| Employer contribution / active EE | $2,640 | $5,103-48.3% | $4,645-43.2% | $4,762-44.6% |
| Participant deferral / active EE | $10,710 | $7,182+49.1% | $6,842+56.5% | $5,983+79.0% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |