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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,245 | $107,368-58.8% | $92,915-52.4% | $152,909-71.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.86% | 145.64%-124.8pp | 109.45%-88.6pp | 345.46%-324.6pp |
| Employer contribution / active EE | $7,371 | $4,222+74.6% | $3,653+101.8% | $4,764+54.7% |
| Participant deferral / active EE | $9,860 | $4,848+103.4% | $4,238+132.7% | $5,851+68.5% |
| Admin fee / account holder | $17 | $7,082-99.8% | $5,796-99.7% | $11,601-99.9% |