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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,315 | $104,937-59.7% | $84,628-50.0% | $152,897-72.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 19.52% | 373.88%-354.4pp | 258.80%-239.3pp | 345.43%-325.9pp |
| Employer contribution / active EE | $9,620 | $3,303+191.3% | $2,653+262.6% | $4,764+102.0% |
| Participant deferral / active EE | $10,344 | $4,690+120.6% | $3,900+165.2% | $5,851+76.8% |
| Admin fee / account holder | $274 | $6,243-95.6% | $4,914-94.4% | $11,599-97.6% |