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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,965 | $84,708-25.7% | $75,714-16.8% | $167,536-62.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 17.64% | 199.62%-182.0pp | 104.62%-87.0pp | 478.82%-461.2pp |
| Employer contribution / active EE | $2,019 | $3,231-37.5% | $2,744-26.4% | $4,839-58.3% |
| Participant deferral / active EE | $2,019 | $4,577-55.9% | $3,820-47.2% | $6,342-68.2% |
| Admin fee / account holder | $20 | $5,358-99.6% | $3,619-99.4% | $12,315-99.8% |