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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,934 | $107,941-20.4% | $91,994-6.6% | $152,897-43.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 20.79% | 89.28%-68.5pp | 69.04%-48.3pp | 345.43%-324.6pp |
| Employer contribution / active EE | $5,627 | $4,212+33.6% | $3,453+63.0% | $4,764+18.1% |
| Participant deferral / active EE | $7,243 | $6,366+13.8% | $5,924+22.3% | $5,851+23.8% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |