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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,345 | $100,073-35.7% | $85,126-24.4% | $145,877-55.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.57% | 84.11%-72.5pp | 66.63%-55.1pp | 551.28%-539.7pp |
| Employer contribution / active EE | $8,291 | $3,236+156.2% | $2,731+203.6% | $4,663+77.8% |
| Participant deferral / active EE | $8,291 | $5,294+56.6% | $4,523+83.3% | $6,691+23.9% |
| Admin fee / account holder | $298 | $7,261-95.9% | $6,160-95.2% | $13,402-97.8% |