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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,468 | $125,237-74.9% | $105,608-70.2% | $145,877-78.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.24% | 225.76%-209.5pp | 116.50%-100.3pp | 551.28%-535.0pp |
| Employer contribution / active EE | $10,593 | $3,720+184.7% | $3,167+234.5% | $4,663+127.2% |
| Participant deferral / active EE | $9,603 | $5,711+68.2% | $5,010+91.7% | $6,691+43.5% |
| Admin fee / account holder | $128 | $17,287-99.3% | $11,028-98.8% | $13,402-99.0% |