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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,534 | $109,908-66.8% | $97,161-62.4% | $145,978-75.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.42% | 243.80%-230.4pp | 75.36%-61.9pp | 550.52%-537.1pp |
| Employer contribution / active EE | $2,342 | $3,077-23.9% | $2,723-14.0% | $4,662-49.8% |
| Participant deferral / active EE | $9,524 | $4,679+103.6% | $4,265+123.3% | $6,690+42.4% |
| Admin fee / account holder | $276 | $6,213-95.6% | $5,647-95.1% | $13,400-97.9% |