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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,485 | $107,363-40.9% | $92,909-31.7% | $152,897-58.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 13.67% | 145.63%-132.0pp | 109.44%-95.8pp | 345.43%-331.8pp |
| Employer contribution / active EE | $10,338 | $4,222+144.8% | $3,653+183.0% | $4,764+117.0% |
| Participant deferral / active EE | $6,095 | $4,848+25.7% | $4,238+43.8% | $5,851+4.2% |
| Admin fee / account holder | $51 | $7,082-99.3% | $5,795-99.1% | $11,599-99.6% |