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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,150 | $134,817-70.2% | $123,973-67.6% | $155,188-74.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 18.09% | 515.49%-497.4pp | 388.13%-370.0pp | 148.84%-130.7pp |
| Employer contribution / active EE | $2,881 | $4,425-34.9% | $4,126-30.2% | $4,248-32.2% |
| Participant deferral / active EE | $3,601 | $5,706-36.9% | $5,247-31.4% | $6,531-44.9% |
| Admin fee / account holder | $265 | $13,245-98.0% | $11,799-97.8% | $14,480-98.2% |