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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,101 | $102,429-15.0% | $147,096-40.8% | $80,925+7.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.22% | 135.02%-120.8pp | 419.75%-405.5pp | 35.65%-21.4pp |
| Employer contribution / active EE | $6,559 | $3,716+76.5% | $4,936+32.9% | $2,756+138.0% |
| Participant deferral / active EE | $7,242 | $6,649+8.9% | $8,071-10.3% | $4,299+68.5% |
| Admin fee / account holder | $262 | $7,957-96.7% | $13,005-98.0% | $6,940-96.2% |