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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,446 | $109,344-58.4% | $89,400-49.2% | $158,950-71.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 8.88% | 345.73%-336.8pp | 245.64%-236.8pp | 302.91%-294.0pp |
| Employer contribution / active EE | $13,954 | $3,170+340.2% | $2,586+439.6% | $4,762+193.0% |
| Participant deferral / active EE | $3,472 | $4,599-24.5% | $3,890-10.8% | $5,983-42.0% |
| Admin fee / account holder | $130 | $6,154-97.9% | $4,882-97.3% | $11,248-98.8% |