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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,285 | $167,030-65.7% | $135,768-57.8% | $155,188-63.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 25.43% | 678.39%-653.0pp | 526.10%-500.7pp | 148.84%-123.4pp |
| Employer contribution / active EE | $8,616 | $4,132+108.5% | $3,394+153.9% | $4,248+102.8% |
| Participant deferral / active EE | $13,152 | $4,528+190.5% | $3,977+230.7% | $6,531+101.4% |
| Admin fee / account holder | $118 | $8,172-98.6% | $7,048-98.3% | $14,480-99.2% |