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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,123 | $112,099-50.8% | $95,954-42.6% | $158,931-65.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.87% | 171.12%-153.2pp | 91.62%-73.8pp | 302.86%-285.0pp |
| Employer contribution / active EE | $24,184 | $3,198+656.2% | $2,541+851.7% | $4,761+407.9% |
| Participant deferral / active EE | $10,139 | $4,784+111.9% | $4,167+143.3% | $5,982+69.5% |
| Admin fee / account holder | $3 | $10,132-100.0% | $6,796-100.0% | $11,247-100.0% |