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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,674 | $125,778-68.5% | $114,563-65.4% | $154,746-74.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 26.08% | 295.14%-269.1pp | 241.09%-215.0pp | 172.34%-146.3pp |
| Employer contribution / active EE | $12,967 | $2,806+362.1% | $2,592+400.3% | $4,379+196.1% |
| Participant deferral / active EE | $7,515 | $4,445+69.1% | $4,142+81.4% | $6,730+11.7% |
| Admin fee / account holder | $50 | $8,190-99.4% | $7,623-99.3% | $14,365-99.7% |