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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,700 | $112,935-81.7% | $90,970-77.2% | $158,966-87.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 36.03% | 215.79%-179.8pp | 134.58%-98.6pp | 302.95%-266.9pp |
| Employer contribution / active EE | $7,156 | $2,895+147.2% | $2,122+237.1% | $4,762+50.3% |
| Participant deferral / active EE | $4,832 | $4,129+17.0% | $3,373+43.3% | $5,983-19.2% |
| Admin fee / account holder | $45 | $8,045-99.4% | $5,960-99.2% | $11,250-99.6% |