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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,941 | $176,120-68.2% | $159,487-64.9% | $167,553-66.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.22% | 331.95%-310.7pp | 263.71%-242.5pp | 478.89%-457.7pp |
| Employer contribution / active EE | $2,488 | $5,299-53.1% | $4,831-48.5% | $4,840-48.6% |
| Participant deferral / active EE | $12,292 | $7,752+58.6% | $7,354+67.2% | $6,343+93.8% |
| Admin fee / account holder | $31 | $12,561-99.8% | $10,804-99.7% | $12,316-99.7% |