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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,378 | $68,097-46.6% | $62,929-42.2% | $137,256-73.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 21.71% | 1859.11%-1837.4pp | 1063.93%-1042.2pp | 220.34%-198.6pp |
| Employer contribution / active EE | $4,120 | $2,811+46.5% | $2,505+64.5% | $4,156-0.9% |
| Participant deferral / active EE | $9,594 | $4,553+110.7% | $3,888+146.7% | $6,407+49.7% |
| Admin fee / account holder | $91 | $6,521-98.6% | $5,065-98.2% | $12,270-99.3% |