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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,547 | $144,130-71.2% | $117,860-64.7% | $147,585-71.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.15% | 531.20%-516.0pp | 335.10%-319.9pp | 578.58%-563.4pp |
| Employer contribution / active EE | $2,090 | $4,897-57.3% | $3,786-44.8% | $4,876-57.1% |
| Participant deferral / active EE | $4,808 | $5,316-9.6% | $4,482+7.3% | $5,439-11.6% |
| Admin fee / account holder | $176 | $10,887-98.4% | $8,021-97.8% | $10,886-98.4% |