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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,316 | $110,551-21.0% | $80,741+8.1% | $167,536-47.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 18.57% | 120.57%-102.0pp | 87.30%-68.7pp | 478.82%-460.2pp |
| Employer contribution / active EE | $30,488 | $1,543+1876.1% | $1,160+2528.0% | $4,839+530.0% |
| Participant deferral / active EE | $26,000 | $2,870+805.8% | $2,145+1111.9% | $6,342+309.9% |
| Admin fee / account holder | $20 | $4,547-99.6% | $3,380-99.4% | $12,315-99.8% |