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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,462 | $127,790-19.8% | $106,554-3.8% | $167,553-38.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 8.79% | 33.88%-25.1pp | 26.80%-18.0pp | 478.89%-470.1pp |
| Employer contribution / active EE | $21,682 | $3,427+532.6% | $2,819+669.1% | $4,840+348.0% |
| Participant deferral / active EE | $8,126 | $5,088+59.7% | $4,398+84.7% | $6,343+28.1% |
| Admin fee / account holder | $15 | $11,231-99.9% | $7,408-99.8% | $12,316-99.9% |