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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,599 | $154,159-44.5% | $130,026-34.2% | $139,456-38.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.95% | 32.50%-12.6pp | -137.26%+157.2pp | 373.45%-353.5pp |
| Employer contribution / active EE | $3,252 | $5,292-38.5% | $4,321-24.8% | $4,753-31.6% |
| Participant deferral / active EE | $6,125 | $6,710-8.7% | $5,821+5.2% | $6,711-8.7% |
| Admin fee / account holder | $0 | $14,001-100.0% | $10,608-100.0% | $11,407-100.0% |