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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,263 | $115,810-84.2% | $101,271-82.0% | $158,966-88.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 83.98% | 56.15%+27.8pp | 46.48%+37.5pp | 302.95%-219.0pp |
| Employer contribution / active EE | $3,221 | $4,175-22.9% | $3,660-12.0% | $4,762-32.4% |
| Participant deferral / active EE | $10,115 | $4,958+104.0% | $4,371+131.4% | $5,983+69.1% |
| Admin fee / account holder | $15 | $7,248-99.8% | $5,948-99.7% | $11,250-99.9% |