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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,751 | $112,933-75.4% | $90,970-69.5% | $158,982-82.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 20.46% | 215.82%-195.4pp | 134.60%-114.1pp | 302.99%-282.5pp |
| Employer contribution / active EE | $5,000 | $2,893+72.8% | $2,122+135.6% | $4,763+5.0% |
| Participant deferral / active EE | $3,264 | $4,128-20.9% | $3,373-3.2% | $5,983-45.5% |
| Admin fee / account holder | $52 | $8,047-99.4% | $5,961-99.1% | $11,252-99.5% |