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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,643 | $166,242-71.9% | $165,071-71.7% | $145,884-68.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.77% | 100.44%-84.7pp | 70.17%-54.4pp | 551.85%-536.1pp |
| Employer contribution / active EE | $8,412 | $5,283+59.2% | $4,347+93.5% | $4,662+80.4% |
| Participant deferral / active EE | $5,028 | $6,964-27.8% | $6,035-16.7% | $6,690-24.8% |
| Admin fee / account holder | $267 | $16,658-98.4% | $12,695-97.9% | $13,392-98.0% |