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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,972 | $166,268-84.4% | $165,100-84.3% | $145,897-82.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 25.89% | 100.52%-74.6pp | 70.21%-44.3pp | 552.29%-526.4pp |
| Employer contribution / active EE | $14,197 | $5,284+168.7% | $4,348+226.5% | $4,663+204.5% |
| Participant deferral / active EE | $5,157 | $6,964-26.0% | $6,035-14.6% | $6,689-22.9% |
| Admin fee / account holder | $138 | $16,659-99.2% | $12,696-98.9% | $13,390-99.0% |