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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,760 | $72,071-68.4% | $68,368-66.7% | $137,256-83.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 23.97% | 353.14%-329.2pp | 292.57%-268.6pp | 220.34%-196.4pp |
| Employer contribution / active EE | $3,290 | $2,788+18.0% | $2,649+24.2% | $4,156-20.8% |
| Participant deferral / active EE | $5,767 | $4,410+30.8% | $4,123+39.9% | $6,407-10.0% |
| Admin fee / account holder | $292 | $5,336-94.5% | $5,150-94.3% | $12,270-97.6% |