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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,624 | $112,935-35.7% | $90,970-20.2% | $158,966-54.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.06% | 215.79%-197.7pp | 134.58%-116.5pp | 302.95%-284.9pp |
| Employer contribution / active EE | $3,937 | $2,895+36.0% | $2,122+85.5% | $4,762-17.3% |
| Participant deferral / active EE | $9,471 | $4,129+129.4% | $3,373+180.8% | $5,983+58.3% |
| Admin fee / account holder | $193 | $8,045-97.6% | $5,960-96.8% | $11,250-98.3% |