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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,357 | $176,402-66.4% | $134,162-55.8% | $158,982-62.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 22.98% | 63.66%-40.7pp | 36.35%-13.4pp | 302.99%-280.0pp |
| Employer contribution / active EE | $15,811 | $5,042+213.6% | $3,705+326.8% | $4,763+232.0% |
| Participant deferral / active EE | $6,420 | $4,093+56.9% | $3,500+83.5% | $5,983+7.3% |
| Admin fee / account holder | $236 | $8,719-97.3% | $6,685-96.5% | $11,252-97.9% |