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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,260 | $99,652-39.5% | $78,778-23.5% | $147,586-59.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.78% | 47.28%-31.5pp | 35.62%-19.8pp | 578.59%-562.8pp |
| Employer contribution / active EE | $11,427 | $2,796+308.8% | $1,986+475.5% | $4,876+134.3% |
| Participant deferral / active EE | $13,429 | $3,664+266.5% | $2,958+353.9% | $5,439+146.9% |
| Admin fee / account holder | $184 | $7,155-97.4% | $5,134-96.4% | $10,886-98.3% |