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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,744 | $185,905-55.5% | $170,057-51.3% | $139,487-40.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.02% | 60.56%-46.5pp | 53.42%-39.4pp | 373.84%-359.8pp |
| Employer contribution / active EE | $10,000 | $7,597+31.6% | $6,790+47.3% | $4,755+110.3% |
| Participant deferral / active EE | $3,978 | $11,627-65.8% | $10,411-61.8% | $6,713-40.7% |
| Admin fee / account holder | $20 | $15,397-99.9% | $12,826-99.8% | $11,407-99.8% |