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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,058 | $150,346-76.7% | $120,524-70.9% | $145,877-76.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 18.56% | 154.40%-135.8pp | 107.36%-88.8pp | 551.28%-532.7pp |
| Employer contribution / active EE | $3,374 | $4,353-22.5% | $3,469-2.7% | $4,663-27.6% |
| Participant deferral / active EE | $4,218 | $6,172-31.7% | $4,994-15.5% | $6,691-37.0% |
| Admin fee / account holder | $20 | $12,215-99.8% | $9,440-99.8% | $13,402-99.9% |