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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,662 | $77,908-87.6% | $149,696-93.5% | $75,173-87.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 63.90% | 31.73%+32.2pp | 134.46%-70.6pp | 160.72%-96.8pp |
| Employer contribution / active EE | $4,919 | $3,138+56.8% | $4,821+2.0% | $2,671+84.2% |
| Participant deferral / active EE | $2,145 | $3,411-37.1% | $5,682-62.3% | $4,126-48.0% |
| Admin fee / account holder | $55 | $5,950-99.1% | $13,212-99.6% | $5,651-99.0% |