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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,730 | $104,924-72.6% | $84,623-66.0% | $152,885-81.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 16.05% | 373.82%-357.8pp | 258.77%-242.7pp | 345.39%-329.3pp |
| Employer contribution / active EE | $4,777 | $3,302+44.7% | $2,652+80.1% | $4,763+0.3% |
| Participant deferral / active EE | $2,000 | $4,689-57.3% | $3,899-48.7% | $5,851-65.8% |
| Admin fee / account holder | $186 | $6,242-97.0% | $4,913-96.2% | $11,598-98.4% |