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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,489 | $109,967-74.1% | $97,197-70.7% | $145,877-80.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.29% | 244.27%-234.0pp | 75.47%-65.2pp | 551.28%-541.0pp |
| Employer contribution / active EE | $6,989 | $3,077+127.2% | $2,723+156.7% | $4,663+49.9% |
| Participant deferral / active EE | $4,280 | $4,676-8.5% | $4,263+0.4% | $6,691-36.0% |
| Admin fee / account holder | $10 | $6,199-99.8% | $5,637-99.8% | $13,402-99.9% |