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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,745 | $94,766-38.0% | $112,923-48.0% | $139,487-57.9% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 82.08% | 40.96%+41.1pp | 34.13%+47.9pp | 373.84%-291.8pp |
| Employer contribution / active EE | $15,000 | $4,636+223.5% | $4,570+228.2% | $4,755+215.5% |
| Participant deferral / active EE | $30,000 | $6,523+359.9% | $6,520+360.1% | $6,713+346.9% |
| Admin fee / account holder | $46 | $8,529-99.5% | $7,046-99.3% | $11,407-99.6% |