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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,745 | $94,752-38.0% | $112,887-48.0% | $139,427-57.9% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 82.08% | 40.88%+41.2pp | 34.10%+48.0pp | 373.27%-291.2pp |
| Employer contribution / active EE | $15,000 | $4,625+224.3% | $4,563+228.7% | $4,752+215.7% |
| Participant deferral / active EE | $30,000 | $6,512+360.7% | $6,513+360.6% | $6,711+347.0% |
| Admin fee / account holder | $46 | $8,527-99.5% | $7,047-99.3% | $11,404-99.6% |