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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,198 | $149,040-67.7% | $120,225-59.9% | $137,256-64.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 18.59% | 605.68%-587.1pp | 439.23%-420.6pp | 220.34%-201.8pp |
| Employer contribution / active EE | $4,903 | $4,350+12.7% | $3,475+41.1% | $4,156+18.0% |
| Participant deferral / active EE | $6,429 | $4,655+38.1% | $3,999+60.8% | $6,407+0.3% |
| Admin fee / account holder | $140 | $6,348-97.8% | $5,696-97.5% | $12,270-98.9% |