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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,094 | $125,184-32.8% | $105,607-20.4% | $145,884-42.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 20.61% | 225.00%-204.4pp | 116.11%-95.5pp | 551.85%-531.2pp |
| Employer contribution / active EE | $2,433 | $3,720-34.6% | $3,167-23.2% | $4,662-47.8% |
| Participant deferral / active EE | $3,990 | $5,714-30.2% | $5,011-20.4% | $6,690-40.4% |
| Admin fee / account holder | $0 | $17,133-100.0% | $10,958-100.0% | $13,392-100.0% |