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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,809 | $81,643-32.9% | $70,462-22.2% | $158,950-65.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 23.80% | 208.51%-184.7pp | 109.08%-85.3pp | 302.91%-279.1pp |
| Employer contribution / active EE | $12,193 | $3,218+278.9% | $2,737+345.4% | $4,762+156.1% |
| Participant deferral / active EE | $5,411 | $4,555+18.8% | $3,710+45.9% | $5,983-9.6% |
| Admin fee / account holder | $103 | $6,194-98.3% | $3,845-97.3% | $11,248-99.1% |