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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,115 | $107,941-65.6% | $91,994-59.7% | $152,909-75.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 16.27% | 89.28%-73.0pp | 69.04%-52.8pp | 345.46%-329.2pp |
| Employer contribution / active EE | $11,827 | $4,212+180.8% | $3,453+242.5% | $4,764+148.3% |
| Participant deferral / active EE | $8,912 | $6,366+40.0% | $5,924+50.4% | $5,851+52.3% |
| Admin fee / account holder | $35 | $10,521-99.7% | $7,744-99.5% | $11,601-99.7% |