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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,617 | $166,131-71.3% | $164,975-71.1% | $145,877-67.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 24.93% | 100.37%-75.4pp | 70.12%-45.2pp | 551.28%-526.3pp |
| Employer contribution / active EE | $25,264 | $5,276+378.9% | $4,343+481.8% | $4,663+441.8% |
| Participant deferral / active EE | $11,500 | $6,962+65.2% | $6,033+90.6% | $6,691+71.9% |
| Admin fee / account holder | $260 | $16,648-98.4% | $12,688-97.9% | $13,402-98.1% |