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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,318 | $115,810-71.2% | $101,271-67.1% | $158,966-79.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 50.39% | 56.15%-5.8pp | 46.48%+3.9pp | 302.95%-252.6pp |
| Employer contribution / active EE | $2,875 | $4,175-31.2% | $3,660-21.5% | $4,762-39.6% |
| Participant deferral / active EE | $3,721 | $4,958-25.0% | $4,371-14.9% | $5,983-37.8% |
| Admin fee / account holder | $251 | $7,248-96.5% | $5,948-95.8% | $11,250-97.8% |