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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,793 | $112,933-42.6% | $90,970-28.8% | $158,982-59.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 41.23% | 215.82%-174.6pp | 134.60%-93.4pp | 302.99%-261.8pp |
| Employer contribution / active EE | $1,493 | $2,893-48.4% | $2,122-29.6% | $4,763-68.7% |
| Participant deferral / active EE | $15,829 | $4,128+283.5% | $3,373+369.3% | $5,983+164.6% |
| Admin fee / account holder | $20 | $8,047-99.8% | $5,961-99.7% | $11,252-99.8% |