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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,929 | $112,935-80.6% | $90,970-75.9% | $158,966-86.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 28.81% | 215.79%-187.0pp | 134.58%-105.8pp | 302.95%-274.1pp |
| Employer contribution / active EE | $2,105 | $2,895-27.3% | $2,122-0.8% | $4,762-55.8% |
| Participant deferral / active EE | $7,402 | $4,129+79.3% | $3,373+119.4% | $5,983+23.7% |
| Admin fee / account holder | $101 | $8,045-98.7% | $5,960-98.3% | $11,250-99.1% |