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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,811 | $60,139+34.4% | $90,461-10.7% | $79,856+1.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 12.76% | 71.96%-59.2pp | 1294.76%-1282.0pp | 31.71%-19.0pp |
| Employer contribution / active EE | $4,457 | $2,069+115.4% | $3,264+36.6% | $2,471+80.4% |
| Participant deferral / active EE | $4,625 | $2,939+57.4% | $3,964+16.7% | $3,741+23.7% |
| Admin fee / account holder | $0 | $3,978-100.0% | $5,617-100.0% | $5,306-100.0% |