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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,137 | $176,402-50.6% | $134,162-35.1% | $158,966-45.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.41% | 63.66%-49.2pp | 36.35%-21.9pp | 302.95%-288.5pp |
| Employer contribution / active EE | $11,557 | $5,042+129.2% | $3,705+211.9% | $4,762+142.7% |
| Participant deferral / active EE | $6,500 | $4,093+58.8% | $3,500+85.7% | $5,983+8.6% |
| Admin fee / account holder | $16 | $8,719-99.8% | $6,685-99.8% | $11,250-99.9% |