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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,955 | $112,933-77.9% | $90,970-72.6% | $158,982-84.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.38% | 215.82%-197.4pp | 134.60%-116.2pp | 302.99%-284.6pp |
| Employer contribution / active EE | $3,856 | $2,893+33.3% | $2,122+81.7% | $4,763-19.0% |
| Participant deferral / active EE | $4,672 | $4,128+13.2% | $3,373+38.5% | $5,983-21.9% |
| Admin fee / account holder | $50 | $8,047-99.4% | $5,961-99.2% | $11,252-99.6% |