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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,359 | $103,038-21.0% | $90,324-9.9% | $152,909-46.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.91% | 95.25%-74.3pp | 78.15%-57.2pp | 345.46%-324.6pp |
| Employer contribution / active EE | $12,000 | $3,141+282.1% | $2,856+320.2% | $4,764+151.9% |
| Participant deferral / active EE | $22,000 | $4,282+413.8% | $3,885+466.2% | $5,851+276.0% |
| Admin fee / account holder | $84 | $6,177-98.6% | $5,356-98.4% | $11,601-99.3% |