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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,120 | $106,918-55.0% | $84,021-42.7% | $152,897-68.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 26.72% | 105.01%-78.3pp | 71.32%-44.6pp | 345.43%-318.7pp |
| Employer contribution / active EE | $3,264 | $2,735+19.3% | $1,984+64.5% | $4,764-31.5% |
| Participant deferral / active EE | $7,467 | $4,012+86.1% | $3,239+130.5% | $5,851+27.6% |
| Admin fee / account holder | $38 | $8,288-99.5% | $6,102-99.4% | $11,599-99.7% |