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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,007 | $105,158+38.8% | $94,672+54.2% | $139,487+4.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 19.09% | 38.11%-19.0pp | 156.89%-137.8pp | 373.84%-354.8pp |
| Employer contribution / active EE | $3,100 | $4,107-24.5% | $3,673-15.6% | $4,755-34.8% |
| Participant deferral / active EE | $4,031 | $7,599-47.0% | $7,417-45.7% | $6,713-40.0% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,407-100.0% |