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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,448 | $85,171-43.1% | $172,753-72.0% | $72,976-33.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 81.87% | 27.32%+54.5pp | 803.00%-721.1pp | 81.02%+0.9pp |
| Employer contribution / active EE | $4,083 | $3,324+22.8% | $5,144-20.6% | $2,440+67.3% |
| Participant deferral / active EE | $2,917 | $3,260-10.5% | $5,198-43.9% | $3,608-19.2% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,956-100.0% | $5,124-100.0% |