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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,435 | $152,619-80.1% | $125,195-75.7% | $152,909-80.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 14.50% | 54.85%-40.3pp | 43.79%-29.3pp | 345.46%-331.0pp |
| Employer contribution / active EE | $7,221 | $4,947+45.9% | $3,866+86.8% | $4,764+51.6% |
| Participant deferral / active EE | $9,755 | $5,869+66.2% | $4,937+97.6% | $5,851+66.7% |
| Admin fee / account holder | $15 | $13,437-99.9% | $9,704-99.8% | $11,601-99.9% |