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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,352 | $95,664-30.6% | $76,902-13.7% | $139,487-52.4% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.32% | 55.03%-39.7pp | 37.91%-22.6pp | 373.84%-358.5pp |
| Employer contribution / active EE | $4,773 | $3,147+51.7% | $2,534+88.3% | $4,755+0.4% |
| Participant deferral / active EE | $9,488 | $4,626+105.1% | $3,833+147.5% | $6,713+41.3% |
| Admin fee / account holder | $18 | $8,311-99.8% | $5,479-99.7% | $11,407-99.8% |