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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,712 | $118,695-64.0% | $98,916-56.8% | $158,950-73.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 31.33% | 372.39%-341.1pp | 196.45%-165.1pp | 302.91%-271.6pp |
| Employer contribution / active EE | $2,279 | $3,333-31.6% | $2,689-15.2% | $4,762-52.1% |
| Participant deferral / active EE | $11,413 | $5,088+124.3% | $4,245+168.9% | $5,983+90.8% |
| Admin fee / account holder | $0 | $10,132-100.0% | $6,642-100.0% | $11,248-100.0% |