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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,550 | $77,908-58.2% | $149,696-78.3% | $75,173-56.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 102.37% | 31.73%+70.6pp | 134.46%-32.1pp | 160.72%-58.4pp |
| Employer contribution / active EE | $7,475 | $3,138+138.2% | $4,821+55.1% | $2,671+179.9% |
| Participant deferral / active EE | $3,799 | $3,411+11.4% | $5,682-33.1% | $4,126-7.9% |
| Admin fee / account holder | $171 | $5,950-97.1% | $13,212-98.7% | $5,651-97.0% |