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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,155 | $107,368-28.1% | $92,915-17.0% | $152,909-49.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.42% | 145.64%-122.2pp | 109.45%-86.0pp | 345.46%-322.0pp |
| Employer contribution / active EE | $3,567 | $4,222-15.5% | $3,653-2.4% | $4,764-25.1% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $40 | $7,082-99.4% | $5,796-99.3% | $11,601-99.7% |