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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,065 | $102,385-44.3% | $147,080-61.2% | $80,935-29.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.87% | 135.09%-117.2pp | 420.17%-402.3pp | 35.66%-17.8pp |
| Employer contribution / active EE | $5,860 | $3,717+57.7% | $4,933+18.8% | $2,757+112.6% |
| Participant deferral / active EE | $10,764 | $6,651+61.8% | $8,066+33.4% | $4,299+150.4% |
| Admin fee / account holder | $63 | $7,951-99.2% | $12,989-99.5% | $6,924-99.1% |