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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,131 | $144,130-75.6% | $117,860-70.2% | $147,585-76.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 24.49% | 531.20%-506.7pp | 335.10%-310.6pp | 578.58%-554.1pp |
| Employer contribution / active EE | $2,073 | $4,897-57.7% | $3,786-45.2% | $4,876-57.5% |
| Participant deferral / active EE | $10,291 | $5,316+93.6% | $4,482+129.6% | $5,439+89.2% |
| Admin fee / account holder | $160 | $10,887-98.5% | $8,021-98.0% | $10,886-98.5% |