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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,110 | $150,346-72.7% | $120,524-65.9% | $145,877-71.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.52% | 154.40%-141.9pp | 107.36%-94.8pp | 551.28%-538.8pp |
| Employer contribution / active EE | $7,597 | $4,353+74.5% | $3,469+119.0% | $4,663+62.9% |
| Participant deferral / active EE | $4,279 | $6,172-30.7% | $4,994-14.3% | $6,691-36.0% |
| Admin fee / account holder | $60 | $12,215-99.5% | $9,440-99.4% | $13,402-99.6% |