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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,407 | $109,411-64.0% | $89,435-55.9% | $158,982-75.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 25.88% | 345.68%-319.8pp | 245.55%-219.7pp | 302.99%-277.1pp |
| Employer contribution / active EE | $2,025 | $3,173-36.2% | $2,587-21.7% | $4,763-57.5% |
| Participant deferral / active EE | $3,740 | $4,600-18.7% | $3,890-3.9% | $5,983-37.5% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |