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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,523 | $107,368-38.0% | $92,915-28.4% | $152,909-56.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.72% | 145.64%-123.9pp | 109.45%-87.7pp | 345.46%-323.7pp |
| Employer contribution / active EE | $11,681 | $4,222+176.6% | $3,653+219.7% | $4,764+145.2% |
| Participant deferral / active EE | $7,013 | $4,848+44.7% | $4,238+65.5% | $5,851+19.9% |
| Admin fee / account holder | $89 | $7,082-98.7% | $5,796-98.5% | $11,601-99.2% |