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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,275 | $81,664-85.0% | $70,476-82.6% | $158,966-92.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 37.79% | 208.59%-170.8pp | 109.12%-71.3pp | 302.95%-265.2pp |
| Employer contribution / active EE | $2,968 | $3,219-7.8% | $2,738+8.4% | $4,762-37.7% |
| Participant deferral / active EE | $4,858 | $4,556+6.6% | $3,710+30.9% | $5,983-18.8% |
| Admin fee / account holder | $1 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |