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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,847 | $103,392-42.1% | $87,104-31.3% | $152,897-60.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 361.43% | 28.10%+333.3pp | 28.19%+333.2pp | 345.43%+16.0pp |
| Employer contribution / active EE | $4,221 | $3,221+31.0% | $2,521+67.4% | $4,764-11.4% |
| Participant deferral / active EE | $13,443 | $4,778+181.3% | $4,048+232.1% | $5,851+129.8% |
| Admin fee / account holder | $235 | $12,194-98.1% | $7,491-96.9% | $11,599-98.0% |