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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,327 | $109,327-60.4% | $89,391-51.5% | $158,931-72.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 16.19% | 345.68%-329.5pp | 245.62%-229.4pp | 302.86%-286.7pp |
| Employer contribution / active EE | $3,040 | $3,170-4.1% | $2,586+17.6% | $4,761-36.2% |
| Participant deferral / active EE | $3,348 | $4,598-27.2% | $3,890-13.9% | $5,982-44.0% |
| Admin fee / account holder | $123 | $6,153-98.0% | $4,881-97.5% | $11,247-98.9% |