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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,185 | $154,209-46.7% | $130,062-36.8% | $139,487-41.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.65% | 32.52%-20.9pp | -137.37%+149.0pp | 373.84%-362.2pp |
| Employer contribution / active EE | $9,473 | $5,292+79.0% | $4,322+119.2% | $4,755+99.2% |
| Participant deferral / active EE | $4,000 | $6,709-40.4% | $5,821-31.3% | $6,713-40.4% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |