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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,606 | $109,411-72.9% | $89,435-66.9% | $158,982-81.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 25.67% | 345.68%-320.0pp | 245.55%-219.9pp | 302.99%-277.3pp |
| Employer contribution / active EE | $8,160 | $3,173+157.2% | $2,587+215.4% | $4,763+71.3% |
| Participant deferral / active EE | $6,899 | $4,600+50.0% | $3,890+77.3% | $5,983+15.3% |
| Admin fee / account holder | $88 | $6,159-98.6% | $4,884-98.2% | $11,252-99.2% |