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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,683 | $112,131-73.5% | $95,964-69.1% | $158,982-81.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 26.22% | 171.19%-145.0pp | 91.64%-65.4pp | 302.99%-276.8pp |
| Employer contribution / active EE | $2,419 | $3,199-24.4% | $2,541-4.8% | $4,763-49.2% |
| Participant deferral / active EE | $5,793 | $4,784+21.1% | $4,167+39.0% | $5,983-3.2% |
| Admin fee / account holder | $50 | $10,136-99.5% | $6,797-99.3% | $11,252-99.6% |