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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,476 | $103,000-27.7% | $90,300-17.5% | $152,885-51.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.33% | 95.19%-73.9pp | 78.11%-56.8pp | 345.39%-324.1pp |
| Employer contribution / active EE | $20,164 | $3,138+542.5% | $2,854+606.5% | $4,763+323.3% |
| Participant deferral / active EE | $9,454 | $4,281+120.9% | $3,884+143.4% | $5,851+61.6% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |