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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,712 | $118,708-64.0% | $98,920-56.8% | $158,982-73.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 31.33% | 372.49%-341.2pp | 196.47%-165.1pp | 302.99%-271.7pp |
| Employer contribution / active EE | $2,279 | $3,334-31.6% | $2,689-15.3% | $4,763-52.1% |
| Participant deferral / active EE | $11,413 | $5,089+124.3% | $4,245+168.9% | $5,983+90.7% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,252-100.0% |