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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,427 | $118,875-48.3% | $96,572-36.4% | $167,553-63.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.78% | 50.50%-41.7pp | 37.79%-29.0pp | 478.89%-470.1pp |
| Employer contribution / active EE | $4,380 | $3,121+40.3% | $2,357+85.8% | $4,840-9.5% |
| Participant deferral / active EE | $13,446 | $4,617+191.2% | $3,850+249.3% | $6,343+112.0% |
| Admin fee / account holder | $100 | $8,070-98.8% | $6,183-98.4% | $12,316-99.2% |