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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,503 | $118,708-77.7% | $98,920-73.2% | $158,966-83.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 38.93% | 372.49%-333.6pp | 196.47%-157.5pp | 302.95%-264.0pp |
| Employer contribution / active EE | $3,648 | $3,334+9.4% | $2,689+35.6% | $4,762-23.4% |
| Participant deferral / active EE | $6,656 | $5,089+30.8% | $4,245+56.8% | $5,983+11.2% |
| Admin fee / account holder | $58 | $10,134-99.4% | $6,643-99.1% | $11,250-99.5% |