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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,123 | $126,519-62.0% | $106,201-54.7% | $145,959-67.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.61% | 225.10%-212.5pp | 116.26%-103.6pp | 561.95%-549.3pp |
| Employer contribution / active EE | $5,015 | $3,726+34.6% | $3,170+58.2% | $4,661+7.6% |
| Participant deferral / active EE | $13,667 | $5,716+139.1% | $5,012+172.7% | $6,689+104.3% |
| Admin fee / account holder | $5 | $17,312-100.0% | $11,039-100.0% | $13,398-100.0% |