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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,162 | $109,411-56.9% | $89,435-47.3% | $158,982-70.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 21.03% | 345.68%-324.6pp | 245.55%-224.5pp | 302.99%-282.0pp |
| Employer contribution / active EE | $19,545 | $3,173+516.0% | $2,587+655.5% | $4,763+310.4% |
| Participant deferral / active EE | $10,673 | $4,600+132.0% | $3,890+174.3% | $5,983+78.4% |
| Admin fee / account holder | $135 | $6,159-97.8% | $4,884-97.2% | $11,252-98.8% |