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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,308 | $125,778-58.4% | $114,563-54.3% | $154,746-66.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 20.78% | 295.14%-274.4pp | 241.09%-220.3pp | 172.34%-151.6pp |
| Employer contribution / active EE | $3,544 | $2,806+26.3% | $2,592+36.7% | $4,379-19.1% |
| Participant deferral / active EE | $6,950 | $4,445+56.4% | $4,142+67.8% | $6,730+3.3% |
| Admin fee / account holder | $104 | $8,190-98.7% | $7,623-98.6% | $14,365-99.3% |