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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,035 | $84,741-39.8% | $75,731-32.6% | $167,553-69.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 21.76% | 199.72%-178.0pp | 104.65%-82.9pp | 478.89%-457.1pp |
| Employer contribution / active EE | $2,547 | $3,230-21.2% | $2,743-7.1% | $4,840-47.4% |
| Participant deferral / active EE | $2,955 | $4,577-35.4% | $3,820-22.6% | $6,343-53.4% |
| Admin fee / account holder | $227 | $5,361-95.8% | $3,620-93.7% | $12,316-98.2% |