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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,206 | $99,652-64.7% | $78,778-55.3% | $147,586-76.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 21.81% | 47.28%-25.5pp | 35.62%-13.8pp | 578.59%-556.8pp |
| Employer contribution / active EE | $3,290 | $2,796+17.7% | $1,986+65.7% | $4,876-32.5% |
| Participant deferral / active EE | $8,343 | $3,664+127.7% | $2,958+182.0% | $5,439+53.4% |
| Admin fee / account holder | $82 | $7,155-98.9% | $5,134-98.4% | $10,886-99.2% |