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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,805 | $154,209-38.5% | $130,062-27.1% | $139,487-32.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.64% | 32.52%-16.9pp | -137.37%+153.0pp | 373.84%-358.2pp |
| Employer contribution / active EE | $26,667 | $5,292+403.9% | $4,322+517.0% | $4,755+460.9% |
| Participant deferral / active EE | $17,583 | $6,709+162.1% | $5,821+202.1% | $6,713+161.9% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |