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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,349 | $111,787-66.6% | $93,681-60.1% | $145,978-74.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.32% | 203.52%-190.2pp | 133.47%-120.2pp | 550.52%-537.2pp |
| Employer contribution / active EE | $7,401 | $3,093+139.2% | $2,422+205.5% | $4,662+58.8% |
| Participant deferral / active EE | $9,865 | $4,918+100.6% | $4,415+123.4% | $6,690+47.5% |
| Admin fee / account holder | $198 | $10,256-98.1% | $8,290-97.6% | $13,400-98.5% |