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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,007 | $152,592-35.1% | $125,180-20.9% | $152,885-35.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 15.39% | 54.84%-39.5pp | 43.79%-28.4pp | 345.39%-330.0pp |
| Employer contribution / active EE | $8,000 | $4,947+61.7% | $3,866+106.9% | $4,763+68.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $138 | $13,435-99.0% | $9,703-98.6% | $11,598-98.8% |