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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,149 | $115,814-45.5% | $101,275-37.6% | $158,982-60.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.85% | 56.16%-41.3pp | 46.48%-31.6pp | 302.99%-288.1pp |
| Employer contribution / active EE | $6,618 | $4,176+58.5% | $3,660+80.8% | $4,763+38.9% |
| Participant deferral / active EE | $10,652 | $4,958+114.8% | $4,371+143.7% | $5,983+78.0% |
| Admin fee / account holder | $20 | $7,249-99.7% | $5,948-99.7% | $11,252-99.8% |