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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,703 | $152,619-66.8% | $125,195-59.5% | $152,909-66.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 16.69% | 54.85%-38.2pp | 43.79%-27.1pp | 345.46%-328.8pp |
| Employer contribution / active EE | $5,702 | $4,947+15.2% | $3,866+47.5% | $4,764+19.7% |
| Participant deferral / active EE | $8,959 | $5,869+52.6% | $4,937+81.4% | $5,851+53.1% |
| Admin fee / account holder | $249 | $13,437-98.2% | $9,704-97.4% | $11,601-97.9% |