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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,076 | $118,877-70.5% | $96,570-63.7% | $167,536-79.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.89% | 50.50%-41.6pp | 37.79%-28.9pp | 478.82%-469.9pp |
| Employer contribution / active EE | $7,513 | $3,121+140.7% | $2,357+218.7% | $4,839+55.3% |
| Participant deferral / active EE | $4,550 | $4,617-1.4% | $3,849+18.2% | $6,342-28.3% |
| Admin fee / account holder | $19 | $8,069-99.8% | $6,182-99.7% | $12,315-99.8% |