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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,693 | $154,193-59.3% | $130,045-51.8% | $139,466-55.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.41% | 32.51%-14.1pp | -137.30%+155.7pp | 373.66%-355.2pp |
| Employer contribution / active EE | $5,217 | $5,292-1.4% | $4,321+20.7% | $4,754+9.7% |
| Participant deferral / active EE | $3,150 | $6,709-53.0% | $5,820-45.9% | $6,712-53.1% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |