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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,152 | $115,814-43.7% | $101,275-35.7% | $158,982-59.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.61% | 56.16%-42.5pp | 46.48%-32.9pp | 302.99%-289.4pp |
| Employer contribution / active EE | $5,111 | $4,176+22.4% | $3,660+39.6% | $4,763+7.3% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $88 | $7,249-98.8% | $5,948-98.5% | $11,252-99.2% |