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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,969 | $152,619-60.7% | $125,195-52.1% | $152,909-60.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 25.02% | 54.85%-29.8pp | 43.79%-18.8pp | 345.46%-320.4pp |
| Employer contribution / active EE | $10,855 | $4,947+119.4% | $3,866+180.8% | $4,764+127.9% |
| Participant deferral / active EE | $9,709 | $5,869+65.4% | $4,937+96.6% | $5,851+65.9% |
| Admin fee / account holder | $16 | $13,437-99.9% | $9,704-99.8% | $11,601-99.9% |