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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,147 | $136,433-57.4% | $98,864-41.2% | $167,553-65.3% |
| Participation rate | 100.0% | 70.3%+29.7pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 14.90% | 67.76%-52.9pp | 50.03%-35.1pp | 478.89%-464.0pp |
| Employer contribution / active EE | $15,732 | $2,636+496.7% | $2,070+660.1% | $4,840+225.1% |
| Participant deferral / active EE | $1,069 | $3,721-71.3% | $3,037-64.8% | $6,343-83.2% |
| Admin fee / account holder | $0 | $5,039-100.0% | $4,080-100.0% | $12,316-100.0% |