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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,427 | $70,366-15.5% | $66,674-10.9% | $138,895-57.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 19.18% | 386.41%-367.2pp | 321.24%-302.1pp | 145.39%-126.2pp |
| Employer contribution / active EE | $3,105 | $2,765+12.3% | $2,620+18.5% | $4,194-26.0% |
| Participant deferral / active EE | $5,984 | $4,374+36.8% | $4,084+46.5% | $6,396-6.4% |
| Admin fee / account holder | $7 | $5,262-99.9% | $5,098-99.9% | $12,562-99.9% |