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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,060 | $126,519-52.5% | $106,201-43.4% | $145,959-58.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 22.36% | 225.10%-202.7pp | 116.26%-93.9pp | 561.95%-539.6pp |
| Employer contribution / active EE | $3,937 | $3,726+5.7% | $3,170+24.2% | $4,661-15.5% |
| Participant deferral / active EE | $15,818 | $5,716+176.7% | $5,012+215.6% | $6,689+136.5% |
| Admin fee / account holder | $18 | $17,312-99.9% | $11,039-99.8% | $13,398-99.9% |