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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,467 | $115,814-46.1% | $101,275-38.3% | $158,982-60.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.61% | 56.16%-47.5pp | 46.48%-37.9pp | 302.99%-294.4pp |
| Employer contribution / active EE | $13,145 | $4,176+214.8% | $3,660+259.1% | $4,763+176.0% |
| Participant deferral / active EE | $12,939 | $4,958+161.0% | $4,371+196.0% | $5,983+116.2% |
| Admin fee / account holder | $244 | $7,249-96.6% | $5,948-95.9% | $11,252-97.8% |