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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,021 | $100,938-64.3% | $90,461-60.2% | $158,982-77.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 30.08% | 1727.20%-1697.1pp | 1294.76%-1264.7pp | 302.99%-272.9pp |
| Employer contribution / active EE | $2,180 | $3,691-40.9% | $3,264-33.2% | $4,763-54.2% |
| Participant deferral / active EE | $13,362 | $4,350+207.2% | $3,964+237.0% | $5,983+123.3% |
| Admin fee / account holder | $99 | $6,510-98.5% | $5,617-98.2% | $11,252-99.1% |