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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,858 | $107,941-31.6% | $91,994-19.7% | $152,897-51.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 38.55% | 89.28%-50.7pp | 69.04%-30.5pp | 345.43%-306.9pp |
| Employer contribution / active EE | $16,042 | $4,212+280.9% | $3,453+364.6% | $4,764+236.8% |
| Participant deferral / active EE | $25,000 | $6,366+292.7% | $5,924+322.0% | $5,851+327.3% |
| Admin fee / account holder | $242 | $10,521-97.7% | $7,744-96.9% | $11,599-97.9% |