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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,183 | $99,995-44.8% | $85,063-35.1% | $145,978-62.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 19.91% | 83.99%-64.1pp | 66.54%-46.6pp | 550.52%-530.6pp |
| Employer contribution / active EE | $10,968 | $3,231+239.4% | $2,727+302.2% | $4,662+135.3% |
| Participant deferral / active EE | $21,276 | $5,295+301.8% | $4,523+370.4% | $6,690+218.0% |
| Admin fee / account holder | $56 | $7,255-99.2% | $6,155-99.1% | $13,400-99.6% |