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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,452 | $185,312-78.2% | $161,489-75.0% | $154,746-73.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 26.85% | 103.84%-77.0pp | 89.72%-62.9pp | 172.34%-145.5pp |
| Employer contribution / active EE | $9,300 | $4,769+95.0% | $4,268+117.9% | $4,379+112.4% |
| Participant deferral / active EE | $4,391 | $6,350-30.9% | $5,630-22.0% | $6,730-34.8% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |