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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,775 | $110,551-52.3% | $80,741-34.6% | $167,536-68.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 12.06% | 120.57%-108.5pp | 87.30%-75.2pp | 478.82%-466.8pp |
| Employer contribution / active EE | $6,333 | $1,543+310.5% | $1,160+445.9% | $4,839+30.9% |
| Participant deferral / active EE | $4,005 | $2,870+39.5% | $2,145+86.7% | $6,342-36.8% |
| Admin fee / account holder | $13 | $4,547-99.7% | $3,380-99.6% | $12,315-99.9% |