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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,607 | $112,915-65.8% | $90,965-57.6% | $158,950-75.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.25% | 215.75%-197.5pp | 134.57%-116.3pp | 302.91%-284.7pp |
| Employer contribution / active EE | $6,222 | $2,894+115.0% | $2,122+193.2% | $4,762+30.7% |
| Participant deferral / active EE | $14,667 | $4,128+255.3% | $3,373+334.8% | $5,983+145.2% |
| Admin fee / account holder | $0 | $8,044-100.0% | $5,960-100.0% | $11,248-100.0% |