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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,503 | $106,918-69.6% | $84,021-61.3% | $152,897-78.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 19.09% | 105.01%-85.9pp | 71.32%-52.2pp | 345.43%-326.3pp |
| Employer contribution / active EE | $7,100 | $2,735+159.6% | $1,984+257.9% | $4,764+49.0% |
| Participant deferral / active EE | $4,990 | $4,012+24.4% | $3,239+54.1% | $5,851-14.7% |
| Admin fee / account holder | $79 | $8,288-99.0% | $6,102-98.7% | $11,599-99.3% |