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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,572 | $99,652-18.1% | $78,778+3.5% | $147,586-44.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 13.11% | 47.28%-34.2pp | 35.62%-22.5pp | 578.59%-565.5pp |
| Employer contribution / active EE | $3,198 | $2,796+14.4% | $1,986+61.0% | $4,876-34.4% |
| Participant deferral / active EE | $5,407 | $3,664+47.6% | $2,958+82.8% | $5,439-0.6% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |