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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,153 | $157,304-75.1% | $141,197-72.3% | $152,909-74.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 45.28% | 64.34%-19.1pp | 71.41%-26.1pp | 345.46%-300.2pp |
| Employer contribution / active EE | $7,436 | $5,263+41.3% | $4,736+57.0% | $4,764+56.1% |
| Participant deferral / active EE | $14,198 | $7,111+99.7% | $6,710+111.6% | $5,851+142.6% |
| Admin fee / account holder | $84 | $12,126-99.3% | $10,265-99.2% | $11,601-99.3% |