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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,383 | $160,040-75.4% | $147,096-73.2% | $145,877-73.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.77% | 98.49%-82.7pp | 419.75%-404.0pp | 551.28%-535.5pp |
| Employer contribution / active EE | $1,926 | $5,289-63.6% | $4,936-61.0% | $4,663-58.7% |
| Participant deferral / active EE | $11,412 | $8,429+35.4% | $8,071+41.4% | $6,691+70.6% |
| Admin fee / account holder | $152 | $15,050-99.0% | $13,005-98.8% | $13,402-98.9% |