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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,770 | $107,363-44.3% | $92,909-35.7% | $152,897-60.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.61% | 145.63%-123.0pp | 109.44%-86.8pp | 345.43%-322.8pp |
| Employer contribution / active EE | $8,810 | $4,222+108.7% | $3,653+141.1% | $4,764+84.9% |
| Participant deferral / active EE | $9,917 | $4,848+104.6% | $4,238+134.0% | $5,851+69.5% |
| Admin fee / account holder | $79 | $7,082-98.9% | $5,795-98.6% | $11,599-99.3% |