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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,654 | $108,911-26.9% | $100,392-20.7% | $145,884-45.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.08% | 58.23%-47.1pp | 49.45%-38.4pp | 551.85%-540.8pp |
| Employer contribution / active EE | $2,410 | $4,420-45.5% | $3,941-38.9% | $4,662-48.3% |
| Participant deferral / active EE | $13,413 | $8,459+58.6% | $8,090+65.8% | $6,690+100.5% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |