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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,103 | $100,139-53.0% | $85,187-44.7% | $145,884-67.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 42.06% | 84.15%-42.1pp | 66.67%-24.6pp | 551.85%-509.8pp |
| Employer contribution / active EE | $2,668 | $3,238-17.6% | $2,732-2.4% | $4,662-42.8% |
| Participant deferral / active EE | $11,563 | $5,296+118.3% | $4,525+155.5% | $6,690+72.8% |
| Admin fee / account holder | $67 | $7,262-99.1% | $6,162-98.9% | $13,392-99.5% |