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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,549 | $108,882-23.3% | $96,754-13.6% | $154,746-46.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 19.47% | 98.39%-78.9pp | 82.04%-62.6pp | 172.34%-152.9pp |
| Employer contribution / active EE | $4,994 | $3,018+65.5% | $2,679+86.4% | $4,379+14.0% |
| Participant deferral / active EE | $8,447 | $5,323+58.7% | $4,758+77.5% | $6,730+25.5% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |