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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,099 | $107,368-70.1% | $92,915-65.5% | $152,909-79.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 27.67% | 145.64%-118.0pp | 109.45%-81.8pp | 345.46%-317.8pp |
| Employer contribution / active EE | $12,500 | $4,222+196.0% | $3,653+242.1% | $4,764+162.4% |
| Participant deferral / active EE | $2,178 | $4,848-55.1% | $4,238-48.6% | $5,851-62.8% |
| Admin fee / account holder | $75 | $7,082-98.9% | $5,796-98.7% | $11,601-99.4% |