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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,264 | $150,207-57.2% | $120,380-46.6% | $145,978-56.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.12% | 154.28%-139.2pp | 107.28%-92.2pp | 550.52%-535.4pp |
| Employer contribution / active EE | $10,310 | $4,351+137.0% | $3,465+197.6% | $4,662+121.2% |
| Participant deferral / active EE | $4,619 | $6,175-25.2% | $4,992-7.5% | $6,690-31.0% |
| Admin fee / account holder | $0 | $12,203-100.0% | $9,421-100.0% | $13,400-100.0% |