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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,225 | $81,664-69.1% | $70,476-64.2% | $158,966-84.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 40.94% | 208.59%-167.7pp | 109.12%-68.2pp | 302.95%-262.0pp |
| Employer contribution / active EE | $2,384 | $3,219-25.9% | $2,738-12.9% | $4,762-49.9% |
| Participant deferral / active EE | $7,701 | $4,556+69.0% | $3,710+107.6% | $5,983+28.7% |
| Admin fee / account holder | $225 | $6,197-96.4% | $3,847-94.2% | $11,250-98.0% |