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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,448 | $115,814-36.6% | $101,275-27.5% | $158,982-53.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.00% | 56.16%-35.2pp | 46.48%-25.5pp | 302.99%-282.0pp |
| Employer contribution / active EE | $11,267 | $4,176+169.8% | $3,660+207.8% | $4,763+136.6% |
| Participant deferral / active EE | $4,836 | $4,958-2.5% | $4,371+10.7% | $5,983-19.2% |
| Admin fee / account holder | $5 | $7,249-99.9% | $5,948-99.9% | $11,252-100.0% |