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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,182 | $115,810-77.4% | $101,271-74.1% | $158,966-83.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 44.01% | 56.15%-12.1pp | 46.48%-2.5pp | 302.95%-258.9pp |
| Employer contribution / active EE | $2,594 | $4,175-37.9% | $3,660-29.1% | $4,762-45.5% |
| Participant deferral / active EE | $10,450 | $4,958+110.8% | $4,371+139.1% | $5,983+74.7% |
| Admin fee / account holder | $74 | $7,248-99.0% | $5,948-98.8% | $11,250-99.3% |