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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,980 | $111,785-47.2% | $93,669-37.0% | $145,877-59.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 29.41% | 203.79%-174.4pp | 133.59%-104.2pp | 551.28%-521.9pp |
| Employer contribution / active EE | $9,690 | $3,096+213.0% | $2,424+299.8% | $4,663+107.8% |
| Participant deferral / active EE | $9,131 | $4,919+85.7% | $4,416+106.8% | $6,691+36.5% |
| Admin fee / account holder | $33 | $10,256-99.7% | $8,291-99.6% | $13,402-99.8% |