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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,743 | $168,635-76.4% | $147,617-73.1% | $125,389-68.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.61% | 77.65%-81.3pp | 61.98%-65.6pp | 282.24%-285.8pp |
| Employer contribution / active EE | $12,350 | $6,252+97.5% | $5,564+121.9% | $4,866+153.8% |
| Participant deferral / active EE | $9,916 | $5,507+80.1% | $4,895+102.6% | $5,352+85.3% |
| Admin fee / account holder | $146 | $13,580-98.9% | $11,612-98.7% | $9,541-98.5% |