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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,364 | $168,636-74.3% | $147,618-70.6% | $125,388-65.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.29% | 77.65%-78.9pp | 61.98%-63.3pp | 282.24%-283.5pp |
| Employer contribution / active EE | $7,390 | $6,252+18.2% | $5,565+32.8% | $4,866+51.9% |
| Participant deferral / active EE | $3,139 | $5,507-43.0% | $4,895-35.9% | $5,352-41.3% |
| Admin fee / account holder | $268 | $13,580-98.0% | $11,612-97.7% | $9,541-97.2% |