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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,891 | $125,778-52.4% | $114,563-47.7% | $154,746-61.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 26.83% | 295.14%-268.3pp | 241.09%-214.3pp | 172.34%-145.5pp |
| Employer contribution / active EE | $6,427 | $2,806+129.1% | $2,592+148.0% | $4,379+46.8% |
| Participant deferral / active EE | $10,470 | $4,445+135.6% | $4,142+152.8% | $6,730+55.6% |
| Admin fee / account holder | $65 | $8,190-99.2% | $7,623-99.2% | $14,365-99.6% |