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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,080 | $107,809-57.3% | $97,032-52.5% | $155,188-70.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 144.99% | 38.06%+106.9pp | 35.38%+109.6pp | 148.84%-3.8pp |
| Employer contribution / active EE | $3,956 | $2,911+35.9% | $2,629+50.5% | $4,248-6.9% |
| Participant deferral / active EE | $10,367 | $5,129+102.1% | $4,672+121.9% | $6,531+58.7% |
| Admin fee / account holder | $68 | $10,717-99.4% | $9,418-99.3% | $14,480-99.5% |