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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,009 | $109,967-56.3% | $97,197-50.6% | $145,877-67.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.65% | 244.27%-227.6pp | 75.47%-58.8pp | 551.28%-534.6pp |
| Employer contribution / active EE | $1,925 | $3,077-37.4% | $2,723-29.3% | $4,663-58.7% |
| Participant deferral / active EE | $2,702 | $4,676-42.2% | $4,263-36.6% | $6,691-59.6% |
| Admin fee / account holder | $80 | $6,199-98.7% | $5,637-98.6% | $13,402-99.4% |