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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,865 | $111,878-71.5% | $93,727-66.0% | $145,897-78.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 12.04% | 204.28%-192.2pp | 133.83%-121.8pp | 552.29%-540.2pp |
| Employer contribution / active EE | $7,216 | $3,092+133.3% | $2,421+198.0% | $4,663+54.8% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $265 | $10,256-97.4% | $8,292-96.8% | $13,390-98.0% |