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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,505 | $152,619-59.7% | $125,195-50.9% | $152,909-59.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.03% | 54.85%-34.8pp | 43.79%-23.8pp | 345.46%-325.4pp |
| Employer contribution / active EE | $20,805 | $4,947+320.5% | $3,866+438.1% | $4,764+336.7% |
| Participant deferral / active EE | $8,333 | $5,869+42.0% | $4,937+68.8% | $5,851+42.4% |
| Admin fee / account holder | $35 | $13,437-99.7% | $9,704-99.6% | $11,601-99.7% |