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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,325 | $132,634-69.6% | $115,768-65.2% | $137,256-70.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 24.09% | 160.70%-136.6pp | 100.46%-76.4pp | 220.34%-196.2pp |
| Employer contribution / active EE | $6,831 | $3,360+103.3% | $2,940+132.3% | $4,156+64.4% |
| Participant deferral / active EE | $9,078 | $5,619+61.6% | $4,917+84.6% | $6,407+41.7% |
| Admin fee / account holder | $46 | $15,028-99.7% | $12,439-99.6% | $12,270-99.6% |