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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,176 | $118,877-74.6% | $96,570-68.8% | $167,536-82.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.47% | 50.50%-36.0pp | 37.79%-23.3pp | 478.82%-464.3pp |
| Employer contribution / active EE | $5,371 | $3,121+72.1% | $2,357+127.9% | $4,839+11.0% |
| Participant deferral / active EE | $5,782 | $4,617+25.2% | $3,849+50.2% | $6,342-8.8% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |