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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,566 | $99,652-27.2% | $78,778-7.9% | $147,585-50.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 80.76% | 47.28%+33.5pp | 35.62%+45.1pp | 578.58%-497.8pp |
| Employer contribution / active EE | $5,000 | $2,796+78.9% | $1,986+151.8% | $4,876+2.5% |
| Participant deferral / active EE | $9,600 | $3,664+162.0% | $2,958+224.5% | $5,439+76.5% |
| Admin fee / account holder | $18 | $7,155-99.7% | $5,134-99.6% | $10,886-99.8% |