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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,628 | $168,635-56.9% | $147,617-50.8% | $125,389-42.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.38% | 77.65%-79.0pp | 61.98%-63.4pp | 282.24%-283.6pp |
| Employer contribution / active EE | $31,261 | $6,252+400.0% | $5,564+461.8% | $4,866+542.4% |
| Participant deferral / active EE | $17,750 | $5,507+222.3% | $4,895+262.6% | $5,352+231.7% |
| Admin fee / account holder | $188 | $13,580-98.6% | $11,612-98.4% | $9,541-98.0% |