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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,278 | $112,112-60.5% | $95,956-53.9% | $158,950-72.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.88% | 171.15%-154.3pp | 91.63%-74.7pp | 302.91%-286.0pp |
| Employer contribution / active EE | $2,593 | $3,199-18.9% | $2,541+2.0% | $4,762-45.5% |
| Participant deferral / active EE | $7,360 | $4,784+53.9% | $4,167+76.7% | $5,983+23.0% |
| Admin fee / account holder | $212 | $10,134-97.9% | $6,797-96.9% | $11,248-98.1% |