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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,001 | $154,209-69.5% | $130,062-63.9% | $139,487-66.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 27.62% | 32.52%-4.9pp | -137.37%+165.0pp | 373.84%-346.2pp |
| Employer contribution / active EE | $5,819 | $5,292+10.0% | $4,322+34.6% | $4,755+22.4% |
| Participant deferral / active EE | $16,946 | $6,709+152.6% | $5,821+191.1% | $6,713+152.4% |
| Admin fee / account holder | $139 | $13,988-99.0% | $10,601-98.7% | $11,407-98.8% |