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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,188 | $107,368-82.1% | $92,915-79.3% | $152,909-87.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 38.16% | 145.64%-107.5pp | 109.45%-71.3pp | 345.46%-307.3pp |
| Employer contribution / active EE | $7,599 | $4,222+80.0% | $3,653+108.0% | $4,764+59.5% |
| Participant deferral / active EE | $8,822 | $4,848+82.0% | $4,238+108.2% | $5,851+50.8% |
| Admin fee / account holder | $8 | $7,082-99.9% | $5,796-99.9% | $11,601-99.9% |