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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,328 | $111,878-30.0% | $93,727-16.4% | $145,897-46.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.07% | 204.28%-192.2pp | 133.83%-121.8pp | 552.29%-540.2pp |
| Employer contribution / active EE | $4,833 | $3,092+56.3% | $2,421+99.6% | $4,663+3.7% |
| Participant deferral / active EE | $15,333 | $4,920+211.6% | $4,417+247.1% | $6,689+129.2% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |