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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,594 | $104,953-60.4% | $84,637-50.9% | $152,909-72.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 23.78% | 373.94%-350.2pp | 258.82%-235.0pp | 345.46%-321.7pp |
| Employer contribution / active EE | $2,770 | $3,304-16.2% | $2,653+4.4% | $4,764-41.9% |
| Participant deferral / active EE | $11,790 | $4,691+151.3% | $3,900+202.3% | $5,851+101.5% |
| Admin fee / account holder | $168 | $6,244-97.3% | $4,914-96.6% | $11,601-98.5% |