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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,987 | $102,422-3.4% | $147,117-32.7% | $80,959+22.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.54% | 135.16%-119.6pp | 420.54%-405.0pp | 35.67%-20.1pp |
| Employer contribution / active EE | $5,243 | $3,717+41.0% | $4,932+6.3% | $2,757+90.2% |
| Participant deferral / active EE | $12,389 | $6,652+86.2% | $8,065+53.6% | $4,300+188.1% |
| Admin fee / account holder | $0 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |