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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,099 | $106,923-48.5% | $84,023-34.4% | $152,909-64.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 18.57% | 105.02%-86.4pp | 71.32%-52.7pp | 345.46%-326.9pp |
| Employer contribution / active EE | $9,548 | $2,735+249.0% | $1,984+381.3% | $4,764+100.4% |
| Participant deferral / active EE | $7,013 | $4,013+74.8% | $3,239+116.5% | $5,851+19.8% |
| Admin fee / account holder | $13 | $8,289-99.8% | $6,102-99.8% | $11,601-99.9% |