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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,718 | $106,918-47.0% | $84,021-32.5% | $152,897-62.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 22.25% | 105.01%-82.8pp | 71.32%-49.1pp | 345.43%-323.2pp |
| Employer contribution / active EE | $6,853 | $2,735+150.6% | $1,984+245.5% | $4,764+43.9% |
| Participant deferral / active EE | $4,089 | $4,012+1.9% | $3,239+26.2% | $5,851-30.1% |
| Admin fee / account holder | $223 | $8,288-97.3% | $6,102-96.3% | $11,599-98.1% |