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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,091 | $72,071-55.5% | $68,368-53.1% | $137,256-76.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.00% | 353.14%-335.1pp | 292.57%-274.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,920 | $2,788+4.7% | $2,649+10.2% | $4,156-29.7% |
| Participant deferral / active EE | $1,867 | $4,410-57.7% | $4,123-54.7% | $6,407-70.9% |
| Admin fee / account holder | $73 | $5,336-98.6% | $5,150-98.6% | $12,270-99.4% |