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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,522 | $112,131-49.6% | $95,964-41.1% | $158,982-64.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 18.66% | 171.19%-152.5pp | 91.64%-73.0pp | 302.99%-284.3pp |
| Employer contribution / active EE | $6,757 | $3,199+111.2% | $2,541+165.9% | $4,763+41.9% |
| Participant deferral / active EE | $9,753 | $4,784+103.9% | $4,167+134.1% | $5,983+63.0% |
| Admin fee / account holder | $240 | $10,136-97.6% | $6,797-96.5% | $11,252-97.9% |