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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,401 | $72,071-27.3% | $68,368-23.4% | $137,256-61.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 31.93% | 353.14%-321.2pp | 292.57%-260.6pp | 220.34%-188.4pp |
| Employer contribution / active EE | $12,000 | $2,788+330.4% | $2,649+353.0% | $4,156+188.7% |
| Participant deferral / active EE | $12,500 | $4,410+183.4% | $4,123+203.2% | $6,407+95.1% |
| Admin fee / account holder | $255 | $5,336-95.2% | $5,150-95.0% | $12,270-97.9% |