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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,298 | $112,915-53.7% | $90,965-42.5% | $158,950-67.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 114.64% | 215.75%-101.1pp | 134.57%-19.9pp | 302.91%-188.3pp |
| Employer contribution / active EE | $1,832 | $2,894-36.7% | $2,122-13.7% | $4,762-61.5% |
| Participant deferral / active EE | $4,722 | $4,128+14.4% | $3,373+40.0% | $5,983-21.1% |
| Admin fee / account holder | $20 | $8,044-99.8% | $5,960-99.7% | $11,248-99.8% |