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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,264 | $168,635-60.1% | $147,617-54.4% | $125,389-46.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.08% | 77.65%-80.7pp | 61.98%-65.1pp | 282.24%-285.3pp |
| Employer contribution / active EE | $8,059 | $6,252+28.9% | $5,564+44.8% | $4,866+65.6% |
| Participant deferral / active EE | $16,000 | $5,507+190.5% | $4,895+226.8% | $5,352+199.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |