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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,101 | $102,393-14.9% | $147,041-40.8% | $80,911+7.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.22% | 134.95%-120.7pp | 419.21%-405.0pp | 35.63%-21.4pp |
| Employer contribution / active EE | $6,559 | $3,715+76.5% | $4,935+32.9% | $2,756+138.0% |
| Participant deferral / active EE | $7,242 | $6,647+8.9% | $8,071-10.3% | $4,297+68.5% |
| Admin fee / account holder | $262 | $7,943-96.7% | $13,006-98.0% | $6,935-96.2% |