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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,811 | $152,619-33.3% | $125,195-18.7% | $152,909-33.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 15.24% | 54.85%-39.6pp | 43.79%-28.6pp | 345.46%-330.2pp |
| Employer contribution / active EE | $23,664 | $4,947+378.3% | $3,866+512.1% | $4,764+396.7% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $15 | $13,437-99.9% | $9,704-99.8% | $11,601-99.9% |