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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,353 | $157,304-59.1% | $141,197-54.4% | $152,909-57.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.89% | 64.34%-46.5pp | 71.41%-53.5pp | 345.46%-327.6pp |
| Employer contribution / active EE | $8,812 | $5,263+67.5% | $4,736+86.1% | $4,764+85.0% |
| Participant deferral / active EE | $3,489 | $7,111-50.9% | $6,710-48.0% | $5,851-40.4% |
| Admin fee / account holder | $273 | $12,126-97.8% | $10,265-97.3% | $11,601-97.7% |