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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,979 | $96,643-69.0% | $86,617-65.4% | $139,456-78.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.28% | 106.57%-83.3pp | 591.91%-568.6pp | 373.45%-350.2pp |
| Employer contribution / active EE | $3,542 | $3,264+8.5% | $3,023+17.1% | $4,753-25.5% |
| Participant deferral / active EE | $11,927 | $4,835+146.7% | $4,437+168.8% | $6,711+77.7% |
| Admin fee / account holder | $247 | $6,406-96.1% | $5,613-95.6% | $11,407-97.8% |