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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,118 | $144,130-74.2% | $117,860-68.5% | $147,585-74.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 26.74% | 531.20%-504.5pp | 335.10%-308.4pp | 578.58%-551.8pp |
| Employer contribution / active EE | $2,606 | $4,897-46.8% | $3,786-31.2% | $4,876-46.6% |
| Participant deferral / active EE | $15,682 | $5,316+195.0% | $4,482+249.9% | $5,439+188.3% |
| Admin fee / account holder | $2 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |