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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,845 | $112,933-68.3% | $90,970-60.6% | $158,982-77.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 45.29% | 215.82%-170.5pp | 134.60%-89.3pp | 302.99%-257.7pp |
| Employer contribution / active EE | $960 | $2,893-66.8% | $2,122-54.8% | $4,763-79.9% |
| Participant deferral / active EE | $1,782 | $4,128-56.8% | $3,373-47.2% | $5,983-70.2% |
| Admin fee / account holder | $183 | $8,047-97.7% | $5,961-96.9% | $11,252-98.4% |