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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,108 | $72,071-56.8% | $68,368-54.5% | $137,256-77.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 28.28% | 353.14%-324.9pp | 292.57%-264.3pp | 220.34%-192.1pp |
| Employer contribution / active EE | $4,102 | $2,788+47.1% | $2,649+54.9% | $4,156-1.3% |
| Participant deferral / active EE | $7,999 | $4,410+81.4% | $4,123+94.0% | $6,407+24.9% |
| Admin fee / account holder | $252 | $5,336-95.3% | $5,150-95.1% | $12,270-98.0% |