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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,798 | $111,785-43.8% | $93,669-33.0% | $145,877-57.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.22% | 203.79%-189.6pp | 133.59%-119.4pp | 551.28%-537.1pp |
| Employer contribution / active EE | $3,438 | $3,096+11.0% | $2,424+41.8% | $4,663-26.3% |
| Participant deferral / active EE | $15,250 | $4,919+210.0% | $4,416+245.4% | $6,691+127.9% |
| Admin fee / account holder | $230 | $10,256-97.8% | $8,291-97.2% | $13,402-98.3% |