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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,440 | $107,363-47.4% | $92,909-39.3% | $152,897-63.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.21% | 145.63%-123.4pp | 109.44%-87.2pp | 345.43%-323.2pp |
| Employer contribution / active EE | $7,063 | $4,222+67.3% | $3,653+93.3% | $4,764+48.3% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $123 | $7,082-98.3% | $5,795-97.9% | $11,599-98.9% |