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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,166 | $111,830-62.3% | $93,696-55.0% | $145,884-71.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.82% | 204.08%-192.3pp | 133.74%-121.9pp | 551.85%-540.0pp |
| Employer contribution / active EE | $2,559 | $3,093-17.3% | $2,422+5.6% | $4,662-45.1% |
| Participant deferral / active EE | $7,042 | $4,920+43.1% | $4,417+59.4% | $6,690+5.3% |
| Admin fee / account holder | $225 | $10,249-97.8% | $8,287-97.3% | $13,392-98.3% |