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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,996 | $183,539-72.8% | $155,556-67.9% | $145,897-65.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.70% | 61.31%-42.6pp | 64.84%-46.1pp | 552.29%-533.6pp |
| Employer contribution / active EE | $8,000 | $5,315+50.5% | $4,675+71.1% | $4,663+71.6% |
| Participant deferral / active EE | $9,265 | $6,467+43.3% | $5,631+64.5% | $6,689+38.5% |
| Admin fee / account holder | $24 | $19,275-99.9% | $15,885-99.8% | $13,390-99.8% |