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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,145 | $107,368-12.3% | $92,915+1.3% | $152,909-38.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 28.66% | 145.64%-117.0pp | 109.45%-80.8pp | 345.46%-316.8pp |
| Employer contribution / active EE | $1,071 | $4,222-74.6% | $3,653-70.7% | $4,764-77.5% |
| Participant deferral / active EE | $8,367 | $4,848+72.6% | $4,238+97.4% | $5,851+43.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |