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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,879 | $103,038-39.9% | $90,324-31.5% | $152,909-59.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 27.93% | 95.25%-67.3pp | 78.15%-50.2pp | 345.46%-317.5pp |
| Employer contribution / active EE | $7,215 | $3,141+129.7% | $2,856+152.7% | $4,764+51.5% |
| Participant deferral / active EE | $12,697 | $4,282+196.5% | $3,885+226.8% | $5,851+117.0% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |