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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,068 | $106,923-65.3% | $84,023-55.9% | $152,909-75.8% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 27.80% | 105.02%-77.2pp | 71.32%-43.5pp | 345.46%-317.7pp |
| Employer contribution / active EE | $2,612 | $2,735-4.5% | $1,984+31.7% | $4,764-45.2% |
| Participant deferral / active EE | $9,500 | $4,013+136.7% | $3,239+193.3% | $5,851+62.4% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |