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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,354 | $117,895-55.6% | $102,460-48.9% | $145,897-64.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 55.45% | 31.92%+23.5pp | 29.47%+26.0pp | 552.29%-496.8pp |
| Employer contribution / active EE | $7,870 | $3,619+117.5% | $3,025+160.2% | $4,663+68.8% |
| Participant deferral / active EE | $5,598 | $5,736-2.4% | $5,056+10.7% | $6,689-16.3% |
| Admin fee / account holder | $240 | $13,353-98.2% | $9,460-97.5% | $13,390-98.2% |