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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,787 | $168,635-74.0% | $147,617-70.3% | $125,389-65.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.58% | 77.65%-79.2pp | 61.98%-63.6pp | 282.24%-283.8pp |
| Employer contribution / active EE | $12,497 | $6,252+99.9% | $5,564+124.6% | $4,866+156.8% |
| Participant deferral / active EE | $4,710 | $5,507-14.5% | $4,895-3.8% | $5,352-12.0% |
| Admin fee / account holder | $202 | $13,580-98.5% | $11,612-98.3% | $9,541-97.9% |