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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,268 | $102,393-67.5% | $147,041-77.4% | $80,911-58.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.43% | 134.95%-117.5pp | 419.21%-401.8pp | 35.63%-18.2pp |
| Employer contribution / active EE | $3,957 | $3,715+6.5% | $4,935-19.8% | $2,756+43.6% |
| Participant deferral / active EE | $9,245 | $6,647+39.1% | $8,071+14.5% | $4,297+115.1% |
| Admin fee / account holder | $47 | $7,943-99.4% | $13,006-99.6% | $6,935-99.3% |