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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,383 | $103,008-43.3% | $90,304-35.3% | $152,897-61.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 31.26% | 95.22%-64.0pp | 78.13%-46.9pp | 345.43%-314.2pp |
| Employer contribution / active EE | $2,154 | $3,139-31.4% | $2,855-24.6% | $4,764-54.8% |
| Participant deferral / active EE | $9,755 | $4,281+127.8% | $3,885+151.1% | $5,851+66.7% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |