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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,788 | $97,289-48.8% | $92,805-46.4% | $155,188-67.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 101.56% | 29.03%+72.5pp | 31.59%+70.0pp | 148.84%-47.3pp |
| Employer contribution / active EE | $21,000 | $3,632+478.2% | $3,424+513.3% | $4,248+394.4% |
| Participant deferral / active EE | $23,500 | $8,795+167.2% | $8,448+178.2% | $6,531+259.8% |
| Admin fee / account holder | $107 | $12,015-99.1% | $10,911-99.0% | $14,480-99.3% |