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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,136 | $109,411-79.8% | $89,435-75.2% | $158,982-86.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 26.38% | 345.68%-319.3pp | 245.55%-219.2pp | 302.99%-276.6pp |
| Employer contribution / active EE | $2,787 | $3,173-12.2% | $2,587+7.7% | $4,763-41.5% |
| Participant deferral / active EE | $5,574 | $4,600+21.2% | $3,890+43.3% | $5,983-6.8% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |