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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,889 | $111,878-69.7% | $93,727-63.8% | $145,897-76.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.16% | 204.28%-192.1pp | 133.83%-121.7pp | 552.29%-540.1pp |
| Employer contribution / active EE | $3,174 | $3,092+2.6% | $2,421+31.1% | $4,663-31.9% |
| Participant deferral / active EE | $1,853 | $4,920-62.3% | $4,417-58.1% | $6,689-72.3% |
| Admin fee / account holder | $16 | $10,256-99.8% | $8,292-99.8% | $13,390-99.9% |