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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,621 | $95,415-53.2% | $185,851-76.0% | $85,851-48.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 41.92% | 23.59%+18.3pp | 122.11%-80.2pp | 318.63%-276.7pp |
| Employer contribution / active EE | $2,552 | $3,314-23.0% | $5,168-50.6% | $2,565-0.5% |
| Participant deferral / active EE | $5,805 | $3,424+69.6% | $5,569+4.3% | $3,952+46.9% |
| Admin fee / account holder | $249 | $7,215-96.5% | $16,245-98.5% | $6,261-96.0% |