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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,172 | $84,236-49.9% | $170,435-75.3% | $70,126-39.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 106.87% | 23.06%+83.8pp | 205.94%-99.1pp | 73.15%+33.7pp |
| Employer contribution / active EE | $3,583 | $3,387+5.8% | $5,432-34.0% | $2,343+53.0% |
| Participant deferral / active EE | $4,451 | $3,086+44.2% | $4,939-9.9% | $3,332+33.6% |
| Admin fee / account holder | $66 | $5,698-98.8% | $13,881-99.5% | $4,645-98.6% |