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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,231 | $112,935-75.9% | $90,970-70.1% | $158,966-82.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.61% | 215.79%-197.2pp | 134.58%-116.0pp | 302.95%-284.3pp |
| Employer contribution / active EE | $5,768 | $2,895+99.3% | $2,122+171.8% | $4,762+21.1% |
| Participant deferral / active EE | $5,870 | $4,129+42.2% | $3,373+74.0% | $5,983-1.9% |
| Admin fee / account holder | $275 | $8,045-96.6% | $5,960-95.4% | $11,250-97.6% |