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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,137 | $111,535-55.9% | $105,223-53.3% | $137,256-64.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.85% | 237.85%-218.0pp | 180.65%-160.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $9,265 | $3,939+135.2% | $3,689+151.2% | $4,156+122.9% |
| Participant deferral / active EE | $8,710 | $5,500+58.4% | $5,072+71.7% | $6,407+35.9% |
| Admin fee / account holder | $121 | $9,721-98.8% | $8,859-98.6% | $12,270-99.0% |