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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,646 | $106,008-77.7% | $92,240-74.4% | $147,586-84.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 26.14% | 50.05%-23.9pp | 176.29%-150.2pp | 578.59%-552.5pp |
| Employer contribution / active EE | $4,763 | $4,333+9.9% | $3,680+29.4% | $4,876-2.3% |
| Participant deferral / active EE | $5,400 | $4,478+20.6% | $3,897+38.6% | $5,439-0.7% |
| Admin fee / account holder | $145 | $6,333-97.7% | $5,194-97.2% | $10,886-98.7% |