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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,429 | $118,877-83.7% | $96,570-79.9% | $167,536-88.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 80.91% | 50.50%+30.4pp | 37.79%+43.1pp | 478.82%-397.9pp |
| Employer contribution / active EE | $3,961 | $3,121+26.9% | $2,357+68.0% | $4,839-18.1% |
| Participant deferral / active EE | $4,875 | $4,617+5.6% | $3,849+26.6% | $6,342-23.1% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |