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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,527 | $112,915-73.0% | $90,965-66.4% | $158,950-80.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 25.73% | 215.75%-190.0pp | 134.57%-108.8pp | 302.91%-277.2pp |
| Employer contribution / active EE | $1,489 | $2,894-48.6% | $2,122-29.9% | $4,762-68.7% |
| Participant deferral / active EE | $7,102 | $4,128+72.0% | $3,373+110.6% | $5,983+18.7% |
| Admin fee / account holder | $0 | $8,044-100.0% | $5,960-100.0% | $11,248-100.0% |