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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,378 | $112,121-54.2% | $95,960-46.5% | $158,966-67.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 24.84% | 171.16%-146.3pp | 91.63%-66.8pp | 302.95%-278.1pp |
| Employer contribution / active EE | $14,923 | $3,199+366.5% | $2,541+487.2% | $4,762+213.3% |
| Participant deferral / active EE | $8,226 | $4,784+71.9% | $4,167+97.4% | $5,983+37.5% |
| Admin fee / account holder | $12 | $10,135-99.9% | $6,797-99.8% | $11,250-99.9% |