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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,561 | $103,008-16.9% | $90,304-5.3% | $152,897-44.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.63% | 95.22%-76.6pp | 78.13%-59.5pp | 345.43%-326.8pp |
| Employer contribution / active EE | $5,129 | $3,139+63.4% | $2,855+79.6% | $4,764+7.7% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $150 | $6,175-97.6% | $5,354-97.2% | $11,599-98.7% |