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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,156 | $135,645-80.7% | $110,243-76.3% | $135,380-80.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 6.09% | 513.24%-507.2pp | 314.76%-308.7pp | 519.81%-513.7pp |
| Employer contribution / active EE | $4,101 | $4,907-16.4% | $3,827+7.2% | $4,779-14.2% |
| Participant deferral / active EE | $1,998 | $5,507-63.7% | $4,672-57.2% | $5,609-64.4% |
| Admin fee / account holder | $217 | $11,458-98.1% | $8,548-97.5% | $10,828-98.0% |