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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,349 | $76,522-9.4% | $56,033+23.8% | $145,884-52.5% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 14.21% | 3014.28%-3000.1pp | 1711.38%-1697.2pp | 551.85%-537.6pp |
| Employer contribution / active EE | $10,293 | $1,382+644.6% | $1,041+888.9% | $4,662+120.8% |
| Participant deferral / active EE | $6,790 | $2,624+158.8% | $1,954+247.5% | $6,690+1.5% |
| Admin fee / account holder | $4 | $3,328-99.9% | $2,827-99.8% | $13,392-100.0% |