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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,331 | $154,467-74.5% | $130,270-69.8% | $139,487-71.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 133.87% | 30.58%+103.3pp | 38.89%+95.0pp | 373.84%-240.0pp |
| Employer contribution / active EE | $1,983 | $5,175-61.7% | $4,128-51.9% | $4,755-58.3% |
| Participant deferral / active EE | $5,976 | $8,497-29.7% | $6,797-12.1% | $6,713-11.0% |
| Admin fee / account holder | $209 | $9,222-97.7% | $6,022-96.5% | $11,407-98.2% |