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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,629 | $91,525-27.2% | $130,026-48.8% | $75,181-11.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 17.43% | -631.40%+648.8pp | -137.26%+154.7pp | 160.69%-143.3pp |
| Employer contribution / active EE | $7,299 | $2,844+156.7% | $4,321+68.9% | $2,671+173.3% |
| Participant deferral / active EE | $5,749 | $4,342+32.4% | $5,821-1.2% | $4,126+39.4% |
| Admin fee / account holder | $275 | $6,778-95.9% | $10,608-97.4% | $5,650-95.1% |