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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,746 | $105,158-49.8% | $94,672-44.3% | $139,487-62.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 38.32% | 38.11%+0.2pp | 156.89%-118.6pp | 373.84%-335.5pp |
| Employer contribution / active EE | $3,802 | $4,107-7.4% | $3,673+3.5% | $4,755-20.0% |
| Participant deferral / active EE | $15,938 | $7,599+109.7% | $7,417+114.9% | $6,713+137.4% |
| Admin fee / account holder | $60 | $8,972-99.3% | $7,222-99.2% | $11,407-99.5% |