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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,118 | $103,038-24.2% | $90,324-13.5% | $152,909-48.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 78.49% | 95.25%-16.8pp | 78.15%+0.3pp | 345.46%-267.0pp |
| Employer contribution / active EE | $21,063 | $3,141+570.7% | $2,856+637.6% | $4,764+342.1% |
| Participant deferral / active EE | $22,000 | $4,282+413.8% | $3,885+466.2% | $5,851+276.0% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |