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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,161 | $81,632+21.5% | $70,455+40.7% | $158,931-37.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 5.88% | 208.48%-202.6pp | 109.06%-103.2pp | 302.86%-297.0pp |
| Employer contribution / active EE | $5,301 | $3,217+64.8% | $2,737+93.7% | $4,761+11.3% |
| Participant deferral / active EE | $8,000 | $4,554+75.7% | $3,709+115.7% | $5,982+33.7% |
| Admin fee / account holder | $20 | $6,193-99.7% | $3,845-99.5% | $11,247-99.8% |