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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,656 | $166,268-35.9% | $165,100-35.4% | $145,897-26.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.81% | 100.52%-79.7pp | 70.21%-49.4pp | 552.29%-531.5pp |
| Employer contribution / active EE | $6,900 | $5,284+30.6% | $4,348+58.7% | $4,663+48.0% |
| Participant deferral / active EE | $15,250 | $6,964+119.0% | $6,035+152.7% | $6,689+128.0% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |