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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,251 | $168,635-81.5% | $147,617-78.8% | $125,389-75.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.20% | 77.65%-79.9pp | 61.98%-64.2pp | 282.24%-284.4pp |
| Employer contribution / active EE | $8,840 | $6,252+41.4% | $5,564+58.9% | $4,866+81.7% |
| Participant deferral / active EE | $16,154 | $5,507+193.3% | $4,895+230.0% | $5,352+201.9% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |