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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,853 | $112,933-73.6% | $90,970-67.2% | $158,982-81.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.15% | 215.82%-203.7pp | 134.60%-122.4pp | 302.99%-290.8pp |
| Employer contribution / active EE | $3,819 | $2,893+32.0% | $2,122+80.0% | $4,763-19.8% |
| Participant deferral / active EE | $5,249 | $4,128+27.2% | $3,373+55.6% | $5,983-12.3% |
| Admin fee / account holder | $7 | $8,047-99.9% | $5,961-99.9% | $11,252-99.9% |