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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,198 | $126,113-70.5% | $116,096-68.0% | $155,188-76.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 28.78% | 391.72%-362.9pp | 326.25%-297.5pp | 148.84%-120.1pp |
| Employer contribution / active EE | $3,053 | $2,672+14.3% | $2,503+22.0% | $4,248-28.1% |
| Participant deferral / active EE | $11,781 | $4,162+183.1% | $3,952+198.1% | $6,531+80.4% |
| Admin fee / account holder | $61 | $8,045-99.2% | $7,704-99.2% | $14,480-99.6% |