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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,169 | $152,612-56.0% | $125,192-46.3% | $152,897-56.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 12.16% | 54.85%-42.7pp | 43.79%-31.6pp | 345.43%-333.3pp |
| Employer contribution / active EE | $7,596 | $4,947+53.5% | $3,866+96.5% | $4,764+59.5% |
| Participant deferral / active EE | $7,656 | $5,868+30.5% | $4,937+55.1% | $5,851+30.9% |
| Admin fee / account holder | $26 | $13,437-99.8% | $9,704-99.7% | $11,599-99.8% |