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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,427 | $112,915-11.9% | $90,965+9.3% | $158,950-37.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 19.56% | 215.75%-196.2pp | 134.57%-115.0pp | 302.91%-283.4pp |
| Employer contribution / active EE | $12,988 | $2,894+348.8% | $2,122+512.0% | $4,762+172.7% |
| Participant deferral / active EE | $6,049 | $4,128+46.5% | $3,373+79.3% | $5,983+1.1% |
| Admin fee / account holder | $25 | $8,044-99.7% | $5,960-99.6% | $11,248-99.8% |