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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,948 | $107,363-58.1% | $92,909-51.6% | $152,897-70.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.97% | 145.63%-126.7pp | 109.44%-90.5pp | 345.43%-326.5pp |
| Employer contribution / active EE | $2,000 | $4,222-52.6% | $3,653-45.3% | $4,764-58.0% |
| Participant deferral / active EE | $5,085 | $4,848+4.9% | $4,238+20.0% | $5,851-13.1% |
| Admin fee / account holder | $130 | $7,082-98.2% | $5,795-97.8% | $11,599-98.9% |