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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,630 | $111,785-57.4% | $93,669-49.2% | $145,877-67.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.68% | 203.79%-191.1pp | 133.59%-120.9pp | 551.28%-538.6pp |
| Employer contribution / active EE | $2,120 | $3,096-31.5% | $2,424-12.5% | $4,663-54.5% |
| Participant deferral / active EE | $7,475 | $4,919+52.0% | $4,416+69.3% | $6,691+11.7% |
| Admin fee / account holder | $265 | $10,256-97.4% | $8,291-96.8% | $13,402-98.0% |