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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,551 | $105,145-58.6% | $94,664-54.0% | $139,466-68.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 36.01% | 38.09%-2.1pp | 156.84%-120.8pp | 373.66%-337.7pp |
| Employer contribution / active EE | $4,632 | $4,107+12.8% | $3,673+26.1% | $4,754-2.6% |
| Participant deferral / active EE | $13,778 | $7,599+81.3% | $7,417+85.8% | $6,712+105.3% |
| Admin fee / account holder | $244 | $8,972-97.3% | $7,222-96.6% | $11,409-97.9% |