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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,970 | $111,787-75.9% | $93,681-71.2% | $145,978-81.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.84% | 203.52%-193.7pp | 133.47%-123.6pp | 550.52%-540.7pp |
| Employer contribution / active EE | $3,471 | $3,093+12.2% | $2,422+43.3% | $4,662-25.5% |
| Participant deferral / active EE | $2,344 | $4,918-52.3% | $4,415-46.9% | $6,690-65.0% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |