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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,874 | $115,810-56.9% | $101,271-50.8% | $158,966-68.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.05% | 56.15%-33.1pp | 46.48%-23.4pp | 302.95%-279.9pp |
| Employer contribution / active EE | $6,977 | $4,175+67.1% | $3,660+90.6% | $4,762+46.5% |
| Participant deferral / active EE | $15,961 | $4,958+221.9% | $4,371+265.2% | $5,983+166.8% |
| Admin fee / account holder | $270 | $7,248-96.3% | $5,948-95.5% | $11,250-97.6% |