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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,116 | $107,941-68.4% | $91,994-62.9% | $152,909-77.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 25.44% | 89.28%-63.8pp | 69.04%-43.6pp | 345.46%-320.0pp |
| Employer contribution / active EE | $6,605 | $4,212+56.8% | $3,453+91.3% | $4,764+38.6% |
| Participant deferral / active EE | $2,764 | $6,366-56.6% | $5,924-53.3% | $5,851-52.8% |
| Admin fee / account holder | $59 | $10,521-99.4% | $7,744-99.2% | $11,601-99.5% |