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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,010 | $124,980-56.8% | $108,359-50.2% | $154,746-65.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 89.89% | 45.00%+44.9pp | 36.89%+53.0pp | 172.34%-82.5pp |
| Employer contribution / active EE | $4,260 | $2,851+49.4% | $2,399+77.5% | $4,379-2.7% |
| Participant deferral / active EE | $18,535 | $4,743+290.8% | $4,137+348.0% | $6,730+175.4% |
| Admin fee / account holder | $126 | $11,502-98.9% | $9,741-98.7% | $14,365-99.1% |