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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,300 | $118,854-20.7% | $96,565-2.3% | $167,497-43.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.68% | 50.49%-34.8pp | 37.78%-22.1pp | 478.62%-462.9pp |
| Employer contribution / active EE | $4,335 | $3,119+39.0% | $2,356+84.0% | $4,838-10.4% |
| Participant deferral / active EE | $9,628 | $4,615+108.6% | $3,848+150.2% | $6,341+51.8% |
| Admin fee / account holder | $2 | $8,065-100.0% | $6,181-100.0% | $12,310-100.0% |