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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,175 | $115,796-36.8% | $101,264-27.7% | $158,950-54.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 52.70% | 56.15%-3.5pp | 46.48%+6.2pp | 302.91%-250.2pp |
| Employer contribution / active EE | $7,934 | $4,175+90.0% | $3,660+116.8% | $4,762+66.6% |
| Participant deferral / active EE | $16,000 | $4,958+222.7% | $4,370+266.1% | $5,983+167.4% |
| Admin fee / account holder | $8 | $7,247-99.9% | $5,947-99.9% | $11,248-99.9% |