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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,102 | $112,915-50.3% | $90,965-38.3% | $158,950-64.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 22.48% | 215.75%-193.3pp | 134.57%-112.1pp | 302.91%-280.4pp |
| Employer contribution / active EE | $17,000 | $2,894+487.4% | $2,122+701.1% | $4,762+257.0% |
| Participant deferral / active EE | $7,293 | $4,128+76.7% | $3,373+116.2% | $5,983+21.9% |
| Admin fee / account holder | $3 | $8,044-100.0% | $5,960-100.0% | $11,248-100.0% |