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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,161 | $112,933-37.9% | $90,970-22.9% | $158,982-55.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 8.28% | 215.82%-207.5pp | 134.60%-126.3pp | 302.99%-294.7pp |
| Employer contribution / active EE | $11,158 | $2,893+285.7% | $2,122+425.9% | $4,763+134.3% |
| Participant deferral / active EE | $8,286 | $4,128+100.7% | $3,373+145.7% | $5,983+38.5% |
| Admin fee / account holder | $259 | $8,047-96.8% | $5,961-95.7% | $11,252-97.7% |