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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,011 | $72,071-18.1% | $68,368-13.7% | $137,256-57.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.16% | 353.14%-332.0pp | 292.57%-271.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $5,972 | $2,788+114.2% | $2,649+125.4% | $4,156+43.7% |
| Participant deferral / active EE | $9,138 | $4,410+107.2% | $4,123+121.7% | $6,407+42.6% |
| Admin fee / account holder | $275 | $5,336-94.8% | $5,150-94.7% | $12,270-97.8% |