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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,971 | $107,368-20.9% | $92,915-8.6% | $152,909-44.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.22% | 145.64%-127.4pp | 109.45%-91.2pp | 345.46%-327.2pp |
| Employer contribution / active EE | $5,491 | $4,222+30.0% | $3,653+50.3% | $4,764+15.3% |
| Participant deferral / active EE | $5,491 | $4,848+13.3% | $4,238+29.6% | $5,851-6.2% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |