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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,827 | $103,038-32.2% | $90,324-22.7% | $152,909-54.3% |
| Participation rate | 95.7% | 75.9%+19.8pp | 73.3%+22.4pp | 82.5%+13.2pp |
| Annual return | 19.54% | 95.25%-75.7pp | 78.15%-58.6pp | 345.46%-325.9pp |
| Employer contribution / active EE | $8,717 | $3,141+177.6% | $2,856+205.2% | $4,764+83.0% |
| Participant deferral / active EE | $7,026 | $4,282+64.1% | $3,885+80.8% | $5,851+20.1% |
| Admin fee / account holder | $26 | $6,177-99.6% | $5,356-99.5% | $11,601-99.8% |