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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,241 | $154,193-64.2% | $130,045-57.5% | $139,466-60.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.46% | 32.51%-14.1pp | -137.30%+155.8pp | 373.66%-355.2pp |
| Employer contribution / active EE | $12,318 | $5,292+132.8% | $4,321+185.0% | $4,754+159.1% |
| Participant deferral / active EE | $5,592 | $6,709-16.6% | $5,820-3.9% | $6,712-16.7% |
| Admin fee / account holder | $206 | $13,989-98.5% | $10,600-98.1% | $11,409-98.2% |