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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,823 | $115,814-46.6% | $101,275-39.0% | $158,982-61.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.92% | 56.16%-36.2pp | 46.48%-26.6pp | 302.99%-283.1pp |
| Employer contribution / active EE | $9,224 | $4,176+120.9% | $3,660+152.0% | $4,763+93.7% |
| Participant deferral / active EE | $8,083 | $4,958+63.0% | $4,371+84.9% | $5,983+35.1% |
| Admin fee / account holder | $240 | $7,249-96.7% | $5,948-96.0% | $11,252-97.9% |