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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,137 | $107,941-56.3% | $91,994-48.8% | $152,897-69.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 25.46% | 89.28%-63.8pp | 69.04%-43.6pp | 345.43%-320.0pp |
| Employer contribution / active EE | $6,944 | $4,212+64.9% | $3,453+101.1% | $4,764+45.8% |
| Participant deferral / active EE | $4,070 | $6,366-36.1% | $5,924-31.3% | $5,851-30.4% |
| Admin fee / account holder | $14 | $10,521-99.9% | $7,744-99.8% | $11,599-99.9% |