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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,490 | $154,159-69.8% | $130,026-64.2% | $139,456-66.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 30.17% | 32.50%-2.3pp | -137.26%+167.4pp | 373.45%-343.3pp |
| Employer contribution / active EE | $5,199 | $5,292-1.7% | $4,321+20.3% | $4,753+9.4% |
| Participant deferral / active EE | $24,929 | $6,710+271.5% | $5,821+328.3% | $6,711+271.4% |
| Admin fee / account holder | $13 | $14,001-99.9% | $10,608-99.9% | $11,407-99.9% |