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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,090 | $157,304-38.3% | $141,197-31.2% | $152,909-36.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.18% | 64.34%-46.2pp | 71.41%-53.2pp | 345.46%-327.3pp |
| Employer contribution / active EE | $8,522 | $5,263+61.9% | $4,736+79.9% | $4,764+78.9% |
| Participant deferral / active EE | $3,517 | $7,111-50.5% | $6,710-47.6% | $5,851-39.9% |
| Admin fee / account holder | $45 | $12,126-99.6% | $10,265-99.6% | $11,601-99.6% |