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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,194 | $95,975-42.5% | $74,552-26.0% | $135,382-59.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 15.79% | 56.96%-41.2pp | 32.53%-16.7pp | 519.77%-504.0pp |
| Employer contribution / active EE | $18,941 | $2,716+597.3% | $1,961+865.9% | $4,779+296.4% |
| Participant deferral / active EE | $6,188 | $3,844+61.0% | $3,108+99.1% | $5,609+10.3% |
| Admin fee / account holder | $38 | $6,522-99.4% | $5,060-99.3% | $10,829-99.7% |