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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,630 | $111,830-57.4% | $93,696-49.2% | $145,884-67.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.68% | 204.08%-191.4pp | 133.74%-121.1pp | 551.85%-539.2pp |
| Employer contribution / active EE | $2,120 | $3,093-31.5% | $2,422-12.5% | $4,662-54.5% |
| Participant deferral / active EE | $7,475 | $4,920+51.9% | $4,417+69.2% | $6,690+11.7% |
| Admin fee / account holder | $265 | $10,249-97.4% | $8,287-96.8% | $13,392-98.0% |