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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,446 | $72,071-52.2% | $68,368-49.6% | $137,256-74.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 24.76% | 353.14%-328.4pp | 292.57%-267.8pp | 220.34%-195.6pp |
| Employer contribution / active EE | $3,262 | $2,788+17.0% | $2,649+23.1% | $4,156-21.5% |
| Participant deferral / active EE | $9,361 | $4,410+112.3% | $4,123+127.1% | $6,407+46.1% |
| Admin fee / account holder | $78 | $5,336-98.5% | $5,150-98.5% | $12,270-99.4% |