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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,694 | $104,937-63.1% | $84,628-54.3% | $152,897-74.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 23.03% | 373.88%-350.9pp | 258.80%-235.8pp | 345.43%-322.4pp |
| Employer contribution / active EE | $2,174 | $3,303-34.2% | $2,653-18.1% | $4,764-54.4% |
| Participant deferral / active EE | $11,110 | $4,690+136.9% | $3,900+184.9% | $5,851+89.9% |
| Admin fee / account holder | $89 | $6,243-98.6% | $4,914-98.2% | $11,599-99.2% |