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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,618 | $100,203-50.5% | $85,240-41.8% | $145,897-66.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.53% | 84.28%-75.7pp | 66.75%-58.2pp | 552.29%-543.8pp |
| Employer contribution / active EE | $14,094 | $3,242+334.8% | $2,735+415.3% | $4,663+202.3% |
| Participant deferral / active EE | $8,145 | $5,299+53.7% | $4,527+79.9% | $6,689+21.8% |
| Admin fee / account holder | $261 | $7,265-96.4% | $6,165-95.8% | $13,390-98.1% |