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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,316 | $134,817-59.0% | $123,973-55.4% | $155,188-64.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 19.65% | 515.49%-495.8pp | 388.13%-368.5pp | 148.84%-129.2pp |
| Employer contribution / active EE | $2,866 | $4,425-35.2% | $4,126-30.5% | $4,248-32.5% |
| Participant deferral / active EE | $22,222 | $5,706+289.4% | $5,247+323.5% | $6,531+240.2% |
| Admin fee / account holder | $88 | $13,245-99.3% | $11,799-99.3% | $14,480-99.4% |