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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,872 | $112,131-60.0% | $95,964-53.2% | $158,982-71.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 24.64% | 171.19%-146.5pp | 91.64%-67.0pp | 302.99%-278.3pp |
| Employer contribution / active EE | $8,634 | $3,199+169.9% | $2,541+239.7% | $4,763+81.3% |
| Participant deferral / active EE | $4,608 | $4,784-3.7% | $4,167+10.6% | $5,983-23.0% |
| Admin fee / account holder | $209 | $10,136-97.9% | $6,797-96.9% | $11,252-98.1% |