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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,636 | $154,193-75.6% | $130,045-71.1% | $139,466-73.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.03% | 32.51%-17.5pp | -137.30%+152.3pp | 373.66%-358.6pp |
| Employer contribution / active EE | $11,134 | $5,292+110.4% | $4,321+157.6% | $4,754+134.2% |
| Participant deferral / active EE | $6,313 | $6,709-5.9% | $5,820+8.5% | $6,712-5.9% |
| Admin fee / account holder | $118 | $13,989-99.2% | $10,600-98.9% | $11,409-99.0% |