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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,645 | $106,923-48.0% | $84,023-33.8% | $152,909-63.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 25.82% | 105.02%-79.2pp | 71.32%-45.5pp | 345.46%-319.6pp |
| Employer contribution / active EE | $2,234 | $2,735-18.3% | $1,984+12.6% | $4,764-53.1% |
| Participant deferral / active EE | $5,550 | $4,013+38.3% | $3,239+71.3% | $5,851-5.2% |
| Admin fee / account holder | $20 | $8,289-99.8% | $6,102-99.7% | $11,601-99.8% |