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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,943 | $102,638-46.5% | $81,982-33.0% | $158,982-65.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 19.80% | 61.05%-41.3pp | 41.31%-21.5pp | 302.99%-283.2pp |
| Employer contribution / active EE | $8,027 | $3,241+147.7% | $2,498+221.3% | $4,763+68.5% |
| Participant deferral / active EE | $4,066 | $4,649-12.5% | $3,722+9.2% | $5,983-32.0% |
| Admin fee / account holder | $72 | $8,237-99.1% | $5,665-98.7% | $11,252-99.4% |