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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,816 | $183,592-46.2% | $155,567-36.5% | $145,959-32.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 38.03% | 61.24%-23.2pp | 64.74%-26.7pp | 561.95%-523.9pp |
| Employer contribution / active EE | $13,199 | $5,315+148.3% | $4,674+182.4% | $4,661+183.2% |
| Participant deferral / active EE | $10,587 | $6,464+63.8% | $5,628+88.1% | $6,689+58.3% |
| Admin fee / account holder | $231 | $19,318-98.8% | $15,916-98.5% | $13,398-98.3% |