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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,763 | $107,368-35.0% | $92,915-24.9% | $152,909-54.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.70% | 145.64%-121.9pp | 109.45%-85.7pp | 345.46%-321.8pp |
| Employer contribution / active EE | $7,794 | $4,222+84.6% | $3,653+113.3% | $4,764+63.6% |
| Participant deferral / active EE | $5,947 | $4,848+22.7% | $4,238+40.3% | $5,851+1.6% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |