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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,163 | $112,933-50.3% | $90,970-38.3% | $158,982-64.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 21.09% | 215.82%-194.7pp | 134.60%-113.5pp | 302.99%-281.9pp |
| Employer contribution / active EE | $5,022 | $2,893+73.6% | $2,122+136.7% | $4,763+5.4% |
| Participant deferral / active EE | $7,378 | $4,128+78.7% | $3,373+118.8% | $5,983+23.3% |
| Admin fee / account holder | $267 | $8,047-96.7% | $5,961-95.5% | $11,252-97.6% |