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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,400 | $106,923-5.2% | $84,023+20.7% | $152,909-33.7% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 23.72% | 105.02%-81.3pp | 71.32%-47.6pp | 345.46%-321.7pp |
| Employer contribution / active EE | $7,297 | $2,735+166.8% | $1,984+267.8% | $4,764+53.2% |
| Participant deferral / active EE | $10,500 | $4,013+161.7% | $3,239+224.1% | $5,851+79.4% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |