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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,115 | $117,895-48.2% | $102,460-40.4% | $145,897-58.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 57.34% | 31.92%+25.4pp | 29.47%+27.9pp | 552.29%-495.0pp |
| Employer contribution / active EE | $3,061 | $3,619-15.4% | $3,025+1.2% | $4,663-34.4% |
| Participant deferral / active EE | $8,288 | $5,736+44.5% | $5,056+63.9% | $6,689+23.9% |
| Admin fee / account holder | $240 | $13,353-98.2% | $9,460-97.5% | $13,390-98.2% |