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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,034 | $106,918-71.9% | $84,021-64.3% | $152,897-80.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 15.58% | 105.01%-89.4pp | 71.32%-55.7pp | 345.43%-329.8pp |
| Employer contribution / active EE | $5,704 | $2,735+108.5% | $1,984+187.5% | $4,764+19.7% |
| Participant deferral / active EE | $4,048 | $4,012+0.9% | $3,239+25.0% | $5,851-30.8% |
| Admin fee / account holder | $19 | $8,288-99.8% | $6,102-99.7% | $11,599-99.8% |