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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,123 | $102,429-64.7% | $147,096-75.4% | $80,925-55.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 18.83% | 135.02%-116.2pp | 419.75%-400.9pp | 35.65%-16.8pp |
| Employer contribution / active EE | $4,455 | $3,716+19.9% | $4,936-9.7% | $2,756+61.6% |
| Participant deferral / active EE | $8,802 | $6,649+32.4% | $8,071+9.1% | $4,299+104.8% |
| Admin fee / account holder | $40 | $7,957-99.5% | $13,005-99.7% | $6,940-99.4% |