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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,010 | $112,729-52.1% | $98,716-45.3% | $137,256-60.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 89.89% | 38.48%+51.4pp | 31.81%+58.1pp | 220.34%-130.5pp |
| Employer contribution / active EE | $4,260 | $2,725+56.3% | $2,279+87.0% | $4,156+2.5% |
| Participant deferral / active EE | $18,535 | $4,640+299.4% | $4,048+357.9% | $6,407+189.3% |
| Admin fee / account holder | $126 | $10,129-98.8% | $8,703-98.6% | $12,270-99.0% |