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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,125 | $112,892-68.9% | $90,956-61.4% | $158,931-77.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.59% | 215.80%-201.2pp | 134.60%-120.0pp | 302.86%-288.3pp |
| Employer contribution / active EE | $10,163 | $2,893+251.3% | $2,122+379.0% | $4,761+113.4% |
| Participant deferral / active EE | $6,450 | $4,127+56.3% | $3,373+91.3% | $5,982+7.8% |
| Admin fee / account holder | $174 | $8,042-97.8% | $5,959-97.1% | $11,247-98.4% |