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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,761 | $102,638-63.2% | $81,991-53.9% | $158,966-76.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 152.06% | 61.05%+91.0pp | 41.31%+110.8pp | 302.95%-150.9pp |
| Employer contribution / active EE | $2,860 | $3,241-11.8% | $2,498+14.5% | $4,762-40.0% |
| Participant deferral / active EE | $5,112 | $4,649+9.9% | $3,722+37.3% | $5,983-14.6% |
| Admin fee / account holder | $62 | $8,237-99.2% | $5,665-98.9% | $11,250-99.4% |