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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,256 | $227,597-71.3% | $189,575-65.6% | $167,536-61.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 94.28% | 78.44%+15.8pp | 64.19%+30.1pp | 478.82%-384.5pp |
| Employer contribution / active EE | $6,000 | $5,316+12.9% | $4,412+36.0% | $4,839+24.0% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $60 | $11,877-99.5% | $9,806-99.4% | $12,315-99.5% |