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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,538 | $111,830-65.5% | $93,696-58.9% | $145,884-73.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 27.17% | 204.08%-176.9pp | 133.74%-106.6pp | 551.85%-524.7pp |
| Employer contribution / active EE | $1,651 | $3,093-46.6% | $2,422-31.8% | $4,662-64.6% |
| Participant deferral / active EE | $4,368 | $4,920-11.2% | $4,417-1.1% | $6,690-34.7% |
| Admin fee / account holder | $50 | $10,249-99.5% | $8,287-99.4% | $13,392-99.6% |