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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,094 | $110,551-71.0% | $80,741-60.2% | $167,536-80.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 17.11% | 120.57%-103.5pp | 87.30%-70.2pp | 478.82%-461.7pp |
| Employer contribution / active EE | $2,136 | $1,543+38.4% | $1,160+84.1% | $4,839-55.9% |
| Participant deferral / active EE | $11,914 | $2,870+315.1% | $2,145+455.3% | $6,342+87.9% |
| Admin fee / account holder | $18 | $4,547-99.6% | $3,380-99.5% | $12,315-99.9% |