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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,568 | $160,040-75.9% | $147,096-73.8% | $145,877-73.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 35.35% | 98.49%-63.1pp | 419.75%-384.4pp | 551.28%-515.9pp |
| Employer contribution / active EE | $2,432 | $5,289-54.0% | $4,936-50.7% | $4,663-47.9% |
| Participant deferral / active EE | $21,059 | $8,429+149.8% | $8,071+160.9% | $6,691+214.8% |
| Admin fee / account holder | $39 | $15,050-99.7% | $13,005-99.7% | $13,402-99.7% |