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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,835 | $107,353-65.7% | $92,903-60.4% | $152,885-75.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 32.58% | 145.62%-113.0pp | 109.43%-76.9pp | 345.39%-312.8pp |
| Employer contribution / active EE | $3,537 | $4,222-16.2% | $3,653-3.2% | $4,763-25.7% |
| Participant deferral / active EE | $8,485 | $4,848+75.0% | $4,238+100.2% | $5,851+45.0% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |