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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,981 | $111,785-64.2% | $93,669-57.3% | $145,877-72.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.39% | 203.79%-193.4pp | 133.59%-123.2pp | 551.28%-540.9pp |
| Employer contribution / active EE | $4,146 | $3,096+33.9% | $2,424+71.1% | $4,663-11.1% |
| Participant deferral / active EE | $4,978 | $4,919+1.2% | $4,416+12.7% | $6,691-25.6% |
| Admin fee / account holder | $8 | $10,256-99.9% | $8,291-99.9% | $13,402-99.9% |