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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,412 | $84,708-36.9% | $75,714-29.5% | $167,536-68.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 28.42% | 199.62%-171.2pp | 104.62%-76.2pp | 478.82%-450.4pp |
| Employer contribution / active EE | $6,644 | $3,231+105.6% | $2,744+142.2% | $4,839+37.3% |
| Participant deferral / active EE | $7,304 | $4,577+59.6% | $3,820+91.2% | $6,342+15.2% |
| Admin fee / account holder | $154 | $5,358-97.1% | $3,619-95.7% | $12,315-98.7% |