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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,120 | $115,810-52.4% | $101,271-45.6% | $158,966-65.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.02% | 56.15%-41.1pp | 46.48%-31.5pp | 302.95%-287.9pp |
| Employer contribution / active EE | $17,570 | $4,175+320.8% | $3,660+380.1% | $4,762+268.9% |
| Participant deferral / active EE | $16,667 | $4,958+236.1% | $4,371+281.3% | $5,983+178.6% |
| Admin fee / account holder | $164 | $7,248-97.7% | $5,948-97.2% | $11,250-98.5% |