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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,161 | $81,696+21.4% | $70,494+40.7% | $158,982-37.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 5.88% | 208.70%-202.8pp | 109.16%-103.3pp | 302.99%-297.1pp |
| Employer contribution / active EE | $5,301 | $3,220+64.6% | $2,738+93.6% | $4,763+11.3% |
| Participant deferral / active EE | $8,000 | $4,558+75.5% | $3,711+115.6% | $5,983+33.7% |
| Admin fee / account holder | $20 | $6,200-99.7% | $3,848-99.5% | $11,252-99.8% |