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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,272 | $168,635-54.8% | $147,617-48.3% | $125,389-39.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.71% | 77.65%-80.4pp | 61.98%-64.7pp | 282.24%-285.0pp |
| Employer contribution / active EE | $13,264 | $6,252+112.1% | $5,564+138.4% | $4,866+172.6% |
| Participant deferral / active EE | $8,607 | $5,507+56.3% | $4,895+75.8% | $5,352+60.8% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |