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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,089 | $152,612-57.3% | $125,192-48.0% | $152,897-57.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 28.75% | 54.85%-26.1pp | 43.79%-15.0pp | 345.43%-316.7pp |
| Employer contribution / active EE | $3,831 | $4,947-22.6% | $3,866-0.9% | $4,764-19.6% |
| Participant deferral / active EE | $8,560 | $5,868+45.9% | $4,937+73.4% | $5,851+46.3% |
| Admin fee / account holder | $39 | $13,437-99.7% | $9,704-99.6% | $11,599-99.7% |