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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,207 | $154,159-53.8% | $130,026-45.2% | $139,456-48.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 25.28% | 32.50%-7.2pp | -137.26%+162.5pp | 373.45%-348.2pp |
| Employer contribution / active EE | $4,350 | $5,292-17.8% | $4,321+0.7% | $4,753-8.5% |
| Participant deferral / active EE | $29,000 | $6,710+332.2% | $5,821+398.2% | $6,711+332.1% |
| Admin fee / account holder | $256 | $14,001-98.2% | $10,608-97.6% | $11,407-97.8% |