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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,549 | $96,524-8.3% | $75,900+16.7% | $152,909-42.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 13.82% | 33.93%-20.1pp | 30.73%-16.9pp | 345.46%-331.6pp |
| Employer contribution / active EE | $16,141 | $3,311+387.5% | $2,501+545.3% | $4,764+238.8% |
| Participant deferral / active EE | $9,500 | $4,554+108.6% | $3,604+163.6% | $5,851+62.4% |
| Admin fee / account holder | $0 | $8,082-100.0% | $5,421-100.0% | $11,601-100.0% |