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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,198 | $125,778-70.4% | $114,563-67.5% | $154,746-76.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 28.78% | 295.14%-266.4pp | 241.09%-212.3pp | 172.34%-143.6pp |
| Employer contribution / active EE | $3,053 | $2,806+8.8% | $2,592+17.8% | $4,379-30.3% |
| Participant deferral / active EE | $11,781 | $4,445+165.1% | $4,142+184.4% | $6,730+75.0% |
| Admin fee / account holder | $61 | $8,190-99.3% | $7,623-99.2% | $14,365-99.6% |