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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,349 | $99,652-47.5% | $78,778-33.5% | $147,586-64.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.50% | 47.28%-31.8pp | 35.62%-20.1pp | 578.59%-563.1pp |
| Employer contribution / active EE | $15,085 | $2,796+439.6% | $1,986+659.7% | $4,876+209.4% |
| Participant deferral / active EE | $7,700 | $3,664+110.2% | $2,958+160.3% | $5,439+41.6% |
| Admin fee / account holder | $170 | $7,155-97.6% | $5,134-96.7% | $10,886-98.4% |