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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,746 | $106,923+5.4% | $84,023+34.2% | $152,909-26.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 25.39% | 105.02%-79.6pp | 71.32%-45.9pp | 345.46%-320.1pp |
| Employer contribution / active EE | $3,287 | $2,735+20.2% | $1,984+65.7% | $4,764-31.0% |
| Participant deferral / active EE | $6,446 | $4,013+60.6% | $3,239+99.0% | $5,851+10.2% |
| Admin fee / account holder | $64 | $8,289-99.2% | $6,102-99.0% | $11,601-99.4% |