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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,877 | $67,823-70.7% | $52,425-62.1% | $137,256-85.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 32.72% | 219.11%-186.4pp | 302.12%-269.4pp | 220.34%-187.6pp |
| Employer contribution / active EE | $8,450 | $1,163+626.6% | $914+824.3% | $4,156+103.3% |
| Participant deferral / active EE | $3,828 | $2,288+67.3% | $1,790+113.8% | $6,407-40.3% |
| Admin fee / account holder | $299 | $2,844-89.5% | $2,495-88.0% | $12,270-97.6% |