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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,533 | $103,038-48.0% | $90,324-40.7% | $152,909-65.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 28.74% | 95.25%-66.5pp | 78.15%-49.4pp | 345.46%-316.7pp |
| Employer contribution / active EE | $6,381 | $3,141+103.2% | $2,856+123.4% | $4,764+33.9% |
| Participant deferral / active EE | $10,150 | $4,282+137.0% | $3,885+161.2% | $5,851+73.5% |
| Admin fee / account holder | $49 | $6,177-99.2% | $5,356-99.1% | $11,601-99.6% |