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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,251 | $108,882-52.0% | $96,754-46.0% | $154,746-66.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 20.83% | 98.39%-77.6pp | 82.04%-61.2pp | 172.34%-151.5pp |
| Employer contribution / active EE | $12,500 | $3,018+314.2% | $2,679+366.6% | $4,379+185.4% |
| Participant deferral / active EE | $5,875 | $5,323+10.4% | $4,758+23.5% | $6,730-12.7% |
| Admin fee / account holder | $193 | $10,200-98.1% | $8,905-97.8% | $14,365-98.7% |