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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,234 | $167,030-37.6% | $135,768-23.2% | $155,188-32.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 20.02% | 678.39%-658.4pp | 526.10%-506.1pp | 148.84%-128.8pp |
| Employer contribution / active EE | $8,147 | $4,132+97.1% | $3,394+140.0% | $4,248+91.8% |
| Participant deferral / active EE | $9,352 | $4,528+106.5% | $3,977+135.1% | $6,531+43.2% |
| Admin fee / account holder | $19 | $8,172-99.8% | $7,048-99.7% | $14,480-99.9% |