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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,804 | $118,877-35.4% | $96,570-20.5% | $167,536-54.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.26% | 50.50%-37.2pp | 37.79%-24.5pp | 478.82%-465.6pp |
| Employer contribution / active EE | $8,669 | $3,121+177.8% | $2,357+267.8% | $4,839+79.2% |
| Participant deferral / active EE | $4,141 | $4,617-10.3% | $3,849+7.6% | $6,342-34.7% |
| Admin fee / account holder | $9 | $8,069-99.9% | $6,182-99.9% | $12,315-99.9% |