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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,736 | $103,000-27.4% | $90,300-17.2% | $152,885-51.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 15.14% | 95.19%-80.1pp | 78.11%-63.0pp | 345.39%-330.2pp |
| Employer contribution / active EE | $4,470 | $3,138+42.4% | $2,854+56.6% | $4,763-6.2% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $196 | $6,173-96.8% | $5,353-96.3% | $11,598-98.3% |