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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,932 | $112,933-77.9% | $90,970-72.6% | $158,982-84.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 20.77% | 215.82%-195.1pp | 134.60%-113.8pp | 302.99%-282.2pp |
| Employer contribution / active EE | $3,750 | $2,893+29.6% | $2,122+76.7% | $4,763-21.3% |
| Participant deferral / active EE | $2,771 | $4,128-32.9% | $3,373-17.9% | $5,983-53.7% |
| Admin fee / account holder | $155 | $8,047-98.1% | $5,961-97.4% | $11,252-98.6% |