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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,395 | $150,346-66.5% | $120,524-58.2% | $145,877-65.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 18.17% | 154.40%-136.2pp | 107.36%-89.2pp | 551.28%-533.1pp |
| Employer contribution / active EE | $5,264 | $4,353+20.9% | $3,469+51.7% | $4,663+12.9% |
| Participant deferral / active EE | $27,000 | $6,172+337.4% | $4,994+440.7% | $6,691+303.6% |
| Admin fee / account holder | $287 | $12,215-97.7% | $9,440-97.0% | $13,402-97.9% |