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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,244 | $95,415-13.8% | $185,851-55.7% | $85,851-4.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 22.26% | 23.59%-1.3pp | 122.11%-99.8pp | 318.63%-296.4pp |
| Employer contribution / active EE | $3,501 | $3,314+5.6% | $5,168-32.3% | $2,565+36.5% |
| Participant deferral / active EE | $4,266 | $3,424+24.6% | $5,569-23.4% | $3,952+7.9% |
| Admin fee / account holder | $0 | $7,215-100.0% | $16,245-100.0% | $6,261-100.0% |