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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,241 | $112,915-32.5% | $90,965-16.2% | $158,950-52.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 22.54% | 215.75%-193.2pp | 134.57%-112.0pp | 302.91%-280.4pp |
| Employer contribution / active EE | $13,491 | $2,894+366.2% | $2,122+535.7% | $4,762+183.3% |
| Participant deferral / active EE | $8,396 | $4,128+103.4% | $3,373+148.9% | $5,983+40.3% |
| Admin fee / account holder | $16 | $8,044-99.8% | $5,960-99.7% | $11,248-99.9% |