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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,719 | $108,942-29.6% | $100,415-23.6% | $145,897-47.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.77% | 58.27%-43.5pp | 49.47%-34.7pp | 552.29%-537.5pp |
| Employer contribution / active EE | $2,620 | $4,422-40.7% | $3,943-33.5% | $4,663-43.8% |
| Participant deferral / active EE | $11,168 | $8,461+32.0% | $8,091+38.0% | $6,689+67.0% |
| Admin fee / account holder | $40 | $9,702-99.6% | $7,906-99.5% | $13,390-99.7% |