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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,526 | $103,000-14.1% | $90,300-2.0% | $152,885-42.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 16.68% | 95.19%-78.5pp | 78.11%-61.4pp | 345.39%-328.7pp |
| Employer contribution / active EE | $9,000 | $3,138+186.8% | $2,854+215.3% | $4,763+89.0% |
| Participant deferral / active EE | $9,000 | $4,281+110.3% | $3,884+131.7% | $5,851+53.8% |
| Admin fee / account holder | $60 | $6,173-99.0% | $5,353-98.9% | $11,598-99.5% |