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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,666 | $103,038-75.1% | $90,324-71.6% | $152,909-83.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 36.64% | 95.25%-58.6pp | 78.15%-41.5pp | 345.46%-308.8pp |
| Employer contribution / active EE | $3,200 | $3,141+1.9% | $2,856+12.0% | $4,764-32.8% |
| Participant deferral / active EE | $6,866 | $4,282+60.3% | $3,885+76.7% | $5,851+17.3% |
| Admin fee / account holder | $210 | $6,177-96.6% | $5,356-96.1% | $11,601-98.2% |