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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,400 | $152,619-43.4% | $125,195-31.0% | $152,909-43.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.15% | 54.85%-34.7pp | 43.79%-23.6pp | 345.46%-325.3pp |
| Employer contribution / active EE | $6,267 | $4,947+26.7% | $3,866+62.1% | $4,764+31.6% |
| Participant deferral / active EE | $6,548 | $5,869+11.6% | $4,937+32.6% | $5,851+11.9% |
| Admin fee / account holder | $251 | $13,437-98.1% | $9,704-97.4% | $11,601-97.8% |