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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,181 | $72,071-44.2% | $68,368-41.2% | $137,256-70.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 23.65% | 353.14%-329.5pp | 292.57%-268.9pp | 220.34%-196.7pp |
| Employer contribution / active EE | $2,909 | $2,788+4.3% | $2,649+9.8% | $4,156-30.0% |
| Participant deferral / active EE | $11,536 | $4,410+161.6% | $4,123+179.8% | $6,407+80.1% |
| Admin fee / account holder | $86 | $5,336-98.4% | $5,150-98.3% | $12,270-99.3% |