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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,053 | $115,810-76.6% | $101,271-73.3% | $158,966-83.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 52.77% | 56.15%-3.4pp | 46.48%+6.3pp | 302.95%-250.2pp |
| Employer contribution / active EE | $2,067 | $4,175-50.5% | $3,660-43.5% | $4,762-56.6% |
| Participant deferral / active EE | $10,425 | $4,958+110.3% | $4,371+138.5% | $5,983+74.2% |
| Admin fee / account holder | $192 | $7,248-97.4% | $5,948-96.8% | $11,250-98.3% |