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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,139 | $177,353-79.6% | $158,226-77.2% | $198,609-81.8% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 19.33% | 599.50%-580.2pp | 501.41%-482.1pp | 202.70%-183.4pp |
| Employer contribution / active EE | $3,145 | $3,239-2.9% | $2,986+5.3% | $5,055-37.8% |
| Participant deferral / active EE | $3,054 | $4,615-33.8% | $4,317-29.3% | $6,977-56.2% |
| Admin fee / account holder | $156 | $10,960-98.6% | $10,217-98.5% | $19,030-99.2% |