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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,180 | $58,391-41.5% | $76,657-55.4% | $72,975-53.2% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 19.69% | 2306.65%-2287.0pp | 1166.74%-1147.0pp | 81.01%-61.3pp |
| Employer contribution / active EE | $6,184 | $1,787+246.1% | $2,303+168.6% | $2,440+153.4% |
| Participant deferral / active EE | $4,429 | $2,690+64.6% | $3,335+32.8% | $3,608+22.8% |
| Admin fee / account holder | $230 | $4,014-94.3% | $6,423-96.4% | $5,124-95.5% |