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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,627 | $111,878-23.5% | $93,727-8.6% | $145,897-41.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 28.15% | 204.28%-176.1pp | 133.83%-105.7pp | 552.29%-524.1pp |
| Employer contribution / active EE | $2,208 | $3,092-28.6% | $2,421-8.8% | $4,663-52.6% |
| Participant deferral / active EE | $10,167 | $4,920+106.6% | $4,417+130.2% | $6,689+52.0% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |