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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,115 | $49,897+62.6% | $80,648+0.6% | $75,177+7.9% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 20.55% | 34.68%-14.1pp | 937.21%-916.7pp | 160.75%-140.2pp |
| Employer contribution / active EE | $5,566 | $1,699+227.6% | $2,724+104.4% | $2,671+108.4% |
| Participant deferral / active EE | $5,691 | $2,992+90.2% | $4,443+28.1% | $4,126+37.9% |
| Admin fee / account holder | $127 | $3,579-96.5% | $5,382-97.6% | $5,651-97.8% |