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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,139 | $125,778-71.3% | $114,563-68.5% | $154,746-76.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 19.33% | 295.14%-275.8pp | 241.09%-221.8pp | 172.34%-153.0pp |
| Employer contribution / active EE | $3,145 | $2,806+12.1% | $2,592+21.3% | $4,379-28.2% |
| Participant deferral / active EE | $3,054 | $4,445-31.3% | $4,142-26.3% | $6,730-54.6% |
| Admin fee / account holder | $156 | $8,190-98.1% | $7,623-98.0% | $14,365-98.9% |