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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,881 | $112,131-57.3% | $95,964-50.1% | $158,982-69.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 29.78% | 171.19%-141.4pp | 91.64%-61.9pp | 302.99%-273.2pp |
| Employer contribution / active EE | $4,683 | $3,199+46.4% | $2,541+84.3% | $4,763-1.7% |
| Participant deferral / active EE | $11,901 | $4,784+148.8% | $4,167+185.6% | $5,983+98.9% |
| Admin fee / account holder | $20 | $10,136-99.8% | $6,797-99.7% | $11,252-99.8% |