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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,090 | $157,276-38.3% | $141,177-31.2% | $152,885-36.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.18% | 64.33%-46.2pp | 71.40%-53.2pp | 345.39%-327.2pp |
| Employer contribution / active EE | $8,522 | $5,262+62.0% | $4,736+80.0% | $4,763+78.9% |
| Participant deferral / active EE | $3,517 | $7,110-50.5% | $6,710-47.6% | $5,851-39.9% |
| Admin fee / account holder | $45 | $12,123-99.6% | $10,263-99.6% | $11,598-99.6% |