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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,197 | $107,368-55.1% | $92,915-48.1% | $152,909-68.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 27.12% | 145.64%-118.5pp | 109.45%-82.3pp | 345.46%-318.3pp |
| Employer contribution / active EE | $1,325 | $4,222-68.6% | $3,653-63.7% | $4,764-72.2% |
| Participant deferral / active EE | $11,552 | $4,848+138.3% | $4,238+172.6% | $5,851+97.4% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |