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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,162 | $157,304-68.7% | $141,197-65.2% | $152,909-67.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.97% | 64.34%-40.4pp | 71.41%-47.4pp | 345.46%-321.5pp |
| Employer contribution / active EE | $4,347 | $5,263-17.4% | $4,736-8.2% | $4,764-8.7% |
| Participant deferral / active EE | $6,000 | $7,111-15.6% | $6,710-10.6% | $5,851+2.5% |
| Admin fee / account holder | $246 | $12,126-98.0% | $10,265-97.6% | $11,601-97.9% |