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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,871 | $152,619-66.7% | $125,195-59.4% | $152,909-66.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 15.34% | 54.85%-39.5pp | 43.79%-28.5pp | 345.46%-330.1pp |
| Employer contribution / active EE | $4,439 | $4,947-10.3% | $3,866+14.8% | $4,764-6.8% |
| Participant deferral / active EE | $6,248 | $5,869+6.5% | $4,937+26.6% | $5,851+6.8% |
| Admin fee / account holder | $103 | $13,437-99.2% | $9,704-98.9% | $11,601-99.1% |