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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,807 | $107,363-56.4% | $92,909-49.6% | $152,897-69.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 14.30% | 145.63%-131.3pp | 109.44%-95.1pp | 345.43%-331.1pp |
| Employer contribution / active EE | $10,027 | $4,222+137.5% | $3,653+174.5% | $4,764+110.5% |
| Participant deferral / active EE | $6,496 | $4,848+34.0% | $4,238+53.3% | $5,851+11.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |