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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,247 | $103,038-27.9% | $90,324-17.8% | $152,909-51.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 16.35% | 95.25%-78.9pp | 78.15%-61.8pp | 345.46%-329.1pp |
| Employer contribution / active EE | $10,886 | $3,141+246.6% | $2,856+281.2% | $4,764+128.5% |
| Participant deferral / active EE | $3,668 | $4,282-14.3% | $3,885-5.6% | $5,851-37.3% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |