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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,579 | $84,741-41.5% | $75,731-34.5% | $167,553-70.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 16.04% | 199.72%-183.7pp | 104.65%-88.6pp | 478.89%-462.8pp |
| Employer contribution / active EE | $3,746 | $3,230+16.0% | $2,743+36.6% | $4,840-22.6% |
| Participant deferral / active EE | $4,435 | $4,577-3.1% | $3,820+16.1% | $6,343-30.1% |
| Admin fee / account holder | $0 | $5,361-100.0% | $3,620-100.0% | $12,316-100.0% |