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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,082 | $111,535-25.5% | $105,223-21.0% | $137,256-39.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.39% | 237.85%-222.5pp | 180.65%-165.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $3,218 | $3,939-18.3% | $3,689-12.7% | $4,156-22.6% |
| Participant deferral / active EE | $12,865 | $5,500+133.9% | $5,072+153.7% | $6,407+100.8% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |