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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,137 | $125,193-65.5% | $105,591-59.1% | $145,978-70.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.23% | 225.53%-210.3pp | 116.43%-101.2pp | 550.52%-535.3pp |
| Employer contribution / active EE | $3,498 | $3,718-5.9% | $3,166+10.5% | $4,662-25.0% |
| Participant deferral / active EE | $14,905 | $5,708+161.1% | $5,008+197.6% | $6,690+122.8% |
| Admin fee / account holder | $57 | $17,277-99.7% | $11,024-99.5% | $13,400-99.6% |