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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,749 | $183,539-69.6% | $155,556-64.2% | $145,897-61.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.00% | 61.31%-45.3pp | 64.84%-48.8pp | 552.29%-536.3pp |
| Employer contribution / active EE | $20,354 | $5,315+282.9% | $4,675+335.3% | $4,663+336.5% |
| Participant deferral / active EE | $7,166 | $6,467+10.8% | $5,631+27.3% | $6,689+7.1% |
| Admin fee / account holder | $256 | $19,275-98.7% | $15,885-98.4% | $13,390-98.1% |