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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,103 | $100,073-52.9% | $85,126-44.7% | $145,877-67.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 42.06% | 84.11%-42.1pp | 66.63%-24.6pp | 551.28%-509.2pp |
| Employer contribution / active EE | $2,668 | $3,236-17.6% | $2,731-2.3% | $4,663-42.8% |
| Participant deferral / active EE | $11,563 | $5,294+118.4% | $4,523+155.6% | $6,691+72.8% |
| Admin fee / account holder | $67 | $7,261-99.1% | $6,160-98.9% | $13,402-99.5% |