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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,345 | $100,203-35.8% | $85,240-24.5% | $145,897-55.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.57% | 84.28%-72.7pp | 66.75%-55.2pp | 552.29%-540.7pp |
| Employer contribution / active EE | $8,291 | $3,242+155.8% | $2,735+203.1% | $4,663+77.8% |
| Participant deferral / active EE | $8,291 | $5,299+56.5% | $4,527+83.1% | $6,689+23.9% |
| Admin fee / account holder | $298 | $7,265-95.9% | $6,165-95.2% | $13,390-97.8% |