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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,504 | $81,643-68.8% | $70,462-63.8% | $158,950-84.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 46.36% | 208.51%-162.2pp | 109.08%-62.7pp | 302.91%-256.6pp |
| Employer contribution / active EE | $1,000 | $3,218-68.9% | $2,737-63.5% | $4,762-79.0% |
| Participant deferral / active EE | $13,157 | $4,555+188.9% | $3,710+254.7% | $5,983+119.9% |
| Admin fee / account holder | $83 | $6,194-98.7% | $3,845-97.9% | $11,248-99.3% |