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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,041 | $168,635-69.7% | $147,617-65.4% | $125,389-59.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.97% | 77.65%-80.6pp | 61.98%-65.0pp | 282.24%-285.2pp |
| Employer contribution / active EE | $7,387 | $6,252+18.1% | $5,564+32.7% | $4,866+51.8% |
| Participant deferral / active EE | $7,714 | $5,507+40.1% | $4,895+57.6% | $5,352+44.1% |
| Admin fee / account holder | $294 | $13,580-97.8% | $11,612-97.5% | $9,541-96.9% |