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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,865 | $166,268-27.3% | $165,100-26.8% | $145,897-17.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.85% | 100.52%-87.7pp | 70.21%-57.4pp | 552.29%-539.4pp |
| Employer contribution / active EE | $8,000 | $5,284+51.4% | $4,348+84.0% | $4,663+71.6% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |