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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,929 | $154,228-85.1% | $145,433-84.2% | $137,256-83.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 46.37% | 74.59%-28.2pp | 66.58%-20.2pp | 220.34%-174.0pp |
| Employer contribution / active EE | $4,125 | $4,804-14.1% | $4,554-9.4% | $4,156-0.7% |
| Participant deferral / active EE | $11,029 | $8,216+34.2% | $7,897+39.7% | $6,407+72.2% |
| Admin fee / account holder | $85 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |