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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,684 | $103,008+14.2% | $90,304+30.3% | $152,897-23.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 15.44% | 95.22%-79.8pp | 78.13%-62.7pp | 345.43%-330.0pp |
| Employer contribution / active EE | $6,669 | $3,139+112.4% | $2,855+133.6% | $4,764+40.0% |
| Participant deferral / active EE | $3,532 | $4,281-17.5% | $3,885-9.1% | $5,851-39.6% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |