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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,378 | $103,008-8.4% | $90,304+4.5% | $152,897-38.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.02% | 95.22%-75.2pp | 78.13%-58.1pp | 345.43%-325.4pp |
| Employer contribution / active EE | $7,524 | $3,139+139.7% | $2,855+163.5% | $4,764+58.0% |
| Participant deferral / active EE | $5,310 | $4,281+24.0% | $3,885+36.7% | $5,851-9.2% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |