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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,309 | $152,619-67.7% | $125,195-60.6% | $152,909-67.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 32.05% | 54.85%-22.8pp | 43.79%-11.7pp | 345.46%-313.4pp |
| Employer contribution / active EE | $12,441 | $4,947+151.5% | $3,866+221.8% | $4,764+161.2% |
| Participant deferral / active EE | $10,266 | $5,869+74.9% | $4,937+107.9% | $5,851+75.5% |
| Admin fee / account holder | $261 | $13,437-98.1% | $9,704-97.3% | $11,601-97.7% |