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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,978 | $103,000+0.9% | $90,300+15.1% | $152,885-32.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 26.92% | 95.19%-68.3pp | 78.11%-51.2pp | 345.39%-318.5pp |
| Employer contribution / active EE | $7,438 | $3,138+137.0% | $2,854+160.6% | $4,763+56.2% |
| Participant deferral / active EE | $6,765 | $4,281+58.0% | $3,884+74.2% | $5,851+15.6% |
| Admin fee / account holder | $99 | $6,173-98.4% | $5,353-98.2% | $11,598-99.1% |