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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,216 | $115,814-68.7% | $101,275-64.2% | $158,982-77.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.07% | 56.16%-40.1pp | 46.48%-30.4pp | 302.99%-286.9pp |
| Employer contribution / active EE | $5,240 | $4,176+25.5% | $3,660+43.2% | $4,763+10.0% |
| Participant deferral / active EE | $5,174 | $4,958+4.3% | $4,371+18.4% | $5,983-13.5% |
| Admin fee / account holder | $4 | $7,249-99.9% | $5,948-99.9% | $11,252-100.0% |