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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,594 | $176,402-72.5% | $134,162-63.8% | $158,982-69.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 41.41% | 63.66%-22.2pp | 36.35%+5.1pp | 302.99%-261.6pp |
| Employer contribution / active EE | $18,688 | $5,042+270.6% | $3,705+404.4% | $4,763+292.4% |
| Participant deferral / active EE | $1,500 | $4,093-63.3% | $3,500-57.1% | $5,983-74.9% |
| Admin fee / account holder | $234 | $8,719-97.3% | $6,685-96.5% | $11,252-97.9% |