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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,560 | $112,933-19.8% | $90,970-0.5% | $158,982-43.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 24.90% | 215.82%-190.9pp | 134.60%-109.7pp | 302.99%-278.1pp |
| Employer contribution / active EE | $5,186 | $2,893+79.3% | $2,122+144.4% | $4,763+8.9% |
| Participant deferral / active EE | $8,341 | $4,128+102.1% | $3,373+147.3% | $5,983+39.4% |
| Admin fee / account holder | $43 | $8,047-99.5% | $5,961-99.3% | $11,252-99.6% |