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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,290 | $121,677-61.1% | $104,625-54.8% | $158,966-70.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 14.19% | 465.58%-451.4pp | 340.60%-326.4pp | 302.95%-288.8pp |
| Employer contribution / active EE | $2,312 | $3,165-26.9% | $2,681-13.8% | $4,762-51.5% |
| Participant deferral / active EE | $5,429 | $4,175+30.0% | $3,738+45.2% | $5,983-9.3% |
| Admin fee / account holder | $20 | $7,777-99.7% | $6,465-99.7% | $11,250-99.8% |