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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,788 | $107,666-53.8% | $102,184-51.3% | $154,746-67.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 101.56% | 29.33%+72.2pp | 31.58%+70.0pp | 172.34%-70.8pp |
| Employer contribution / active EE | $21,000 | $3,846+446.0% | $3,594+484.4% | $4,379+379.6% |
| Participant deferral / active EE | $23,500 | $8,719+169.5% | $8,309+182.8% | $6,730+249.2% |
| Admin fee / account holder | $107 | $12,943-99.2% | $11,609-99.1% | $14,365-99.3% |