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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,510 | $103,008-43.2% | $90,304-35.2% | $152,897-61.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 27.62% | 95.22%-67.6pp | 78.13%-50.5pp | 345.43%-317.8pp |
| Employer contribution / active EE | $10,704 | $3,139+241.0% | $2,855+274.9% | $4,764+124.7% |
| Participant deferral / active EE | $7,208 | $4,281+68.4% | $3,885+85.5% | $5,851+23.2% |
| Admin fee / account holder | $244 | $6,175-96.1% | $5,354-95.5% | $11,599-97.9% |