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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,510 | $107,941-59.7% | $91,994-52.7% | $152,897-71.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 22.82% | 89.28%-66.5pp | 69.04%-46.2pp | 345.43%-322.6pp |
| Employer contribution / active EE | $3,827 | $4,212-9.1% | $3,453+10.9% | $4,764-19.7% |
| Participant deferral / active EE | $8,178 | $6,366+28.5% | $5,924+38.1% | $5,851+39.8% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |