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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,125 | $150,207-32.0% | $120,380-15.2% | $145,978-30.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.35% | 154.28%-141.9pp | 107.28%-94.9pp | 550.52%-538.2pp |
| Employer contribution / active EE | $14,009 | $4,351+222.0% | $3,465+304.3% | $4,662+200.5% |
| Participant deferral / active EE | $8,532 | $6,175+38.2% | $4,992+70.9% | $6,690+27.5% |
| Admin fee / account holder | $14 | $12,203-99.9% | $9,421-99.8% | $13,400-99.9% |