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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,099 | $111,787-44.4% | $93,681-33.7% | $145,978-57.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.72% | 203.52%-189.8pp | 133.47%-119.7pp | 550.52%-536.8pp |
| Employer contribution / active EE | $6,456 | $3,093+108.7% | $2,422+166.5% | $4,662+38.5% |
| Participant deferral / active EE | $12,750 | $4,918+159.3% | $4,415+188.8% | $6,690+90.6% |
| Admin fee / account holder | $89 | $10,256-99.1% | $8,290-98.9% | $13,400-99.3% |