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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,470 | $109,411-53.0% | $89,435-42.5% | $158,982-67.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 23.27% | 345.68%-322.4pp | 245.55%-222.3pp | 302.99%-279.7pp |
| Employer contribution / active EE | $10,463 | $3,173+229.8% | $2,587+304.4% | $4,763+119.7% |
| Participant deferral / active EE | $7,563 | $4,600+64.4% | $3,890+94.4% | $5,983+26.4% |
| Admin fee / account holder | $246 | $6,159-96.0% | $4,884-95.0% | $11,252-97.8% |