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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,953 | $103,000-38.9% | $90,300-30.3% | $152,885-58.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 16.89% | 95.19%-78.3pp | 78.11%-61.2pp | 345.39%-328.5pp |
| Employer contribution / active EE | $8,171 | $3,138+160.4% | $2,854+186.3% | $4,763+71.6% |
| Participant deferral / active EE | $11,927 | $4,281+178.6% | $3,884+207.0% | $5,851+103.8% |
| Admin fee / account holder | $160 | $6,173-97.4% | $5,353-97.0% | $11,598-98.6% |