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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,864 | $100,147-74.2% | $81,286-68.2% | $145,877-82.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 143.72% | 34.44%+109.3pp | 24.80%+118.9pp | 551.28%-407.6pp |
| Employer contribution / active EE | $2,525 | $2,977-15.2% | $2,463+2.5% | $4,663-45.8% |
| Participant deferral / active EE | $3,030 | $4,607-34.2% | $3,883-22.0% | $6,691-54.7% |
| Admin fee / account holder | $133 | $8,201-98.4% | $5,764-97.7% | $13,402-99.0% |