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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,883 | $96,630-85.6% | $86,605-84.0% | $139,427-90.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 35.82% | 106.48%-70.7pp | 591.39%-555.6pp | 373.27%-337.4pp |
| Employer contribution / active EE | $3,771 | $3,264+15.5% | $3,023+24.7% | $4,752-20.6% |
| Participant deferral / active EE | $6,414 | $4,836+32.6% | $4,438+44.5% | $6,711-4.4% |
| Admin fee / account holder | $200 | $6,405-96.9% | $5,611-96.4% | $11,404-98.2% |