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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,323 | $81,664-34.7% | $70,476-24.3% | $158,966-66.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.81% | 208.59%-197.8pp | 109.12%-98.3pp | 302.95%-292.1pp |
| Employer contribution / active EE | $6,818 | $3,219+111.8% | $2,738+149.0% | $4,762+43.2% |
| Participant deferral / active EE | $7,009 | $4,556+53.8% | $3,710+88.9% | $5,983+17.1% |
| Admin fee / account holder | $72 | $6,197-98.8% | $3,847-98.1% | $11,250-99.4% |