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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,205 | $103,038-44.5% | $90,324-36.7% | $152,909-62.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 28.60% | 95.25%-66.7pp | 78.15%-49.6pp | 345.46%-316.9pp |
| Employer contribution / active EE | $5,131 | $3,141+63.4% | $2,856+79.7% | $4,764+7.7% |
| Participant deferral / active EE | $8,267 | $4,282+93.1% | $3,885+112.8% | $5,851+41.3% |
| Admin fee / account holder | $17 | $6,177-99.7% | $5,356-99.7% | $11,601-99.9% |