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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,109 | $137,414-67.9% | $189,537-76.7% | $85,847-48.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 15.86% | 38.14%-22.3pp | 555.34%-539.5pp | 318.61%-302.7pp |
| Employer contribution / active EE | $11,972 | $4,344+175.6% | $6,161+94.3% | $2,565+366.7% |
| Participant deferral / active EE | $8,317 | $6,260+32.9% | $8,220+1.2% | $3,952+110.4% |
| Admin fee / account holder | $144 | $8,630-98.3% | $12,048-98.8% | $6,261-97.7% |