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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,079 | $118,877-56.2% | $96,570-46.1% | $167,536-68.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 20.21% | 50.50%-30.3pp | 37.79%-17.6pp | 478.82%-458.6pp |
| Employer contribution / active EE | $7,190 | $3,121+130.4% | $2,357+205.0% | $4,839+48.6% |
| Participant deferral / active EE | $7,275 | $4,617+57.6% | $3,849+89.0% | $6,342+14.7% |
| Admin fee / account holder | $240 | $8,069-97.0% | $6,182-96.1% | $12,315-98.1% |