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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,993 | $118,708-32.6% | $98,920-19.1% | $158,982-49.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 18.33% | 372.49%-354.2pp | 196.47%-178.1pp | 302.99%-284.7pp |
| Employer contribution / active EE | $2,416 | $3,334-27.5% | $2,689-10.2% | $4,763-49.3% |
| Participant deferral / active EE | $7,818 | $5,089+53.6% | $4,245+84.2% | $5,983+30.7% |
| Admin fee / account holder | $20 | $10,134-99.8% | $6,643-99.7% | $11,252-99.8% |