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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,528 | $176,105-71.3% | $159,474-68.3% | $167,536-69.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 30.34% | 331.91%-301.6pp | 263.68%-233.3pp | 478.82%-448.5pp |
| Employer contribution / active EE | $2,540 | $5,299-52.1% | $4,831-47.4% | $4,839-47.5% |
| Participant deferral / active EE | $19,340 | $7,751+149.5% | $7,353+163.0% | $6,342+204.9% |
| Admin fee / account holder | $32 | $12,559-99.7% | $10,802-99.7% | $12,315-99.7% |