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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,866 | $154,209-70.3% | $130,062-64.7% | $139,487-67.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 10.86% | 32.52%-21.7pp | -137.37%+148.2pp | 373.84%-363.0pp |
| Employer contribution / active EE | $5,913 | $5,292+11.7% | $4,322+36.8% | $4,755+24.4% |
| Participant deferral / active EE | $8,570 | $6,709+27.7% | $5,821+47.2% | $6,713+27.7% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |