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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,759 | $111,878-27.8% | $93,727-13.8% | $145,897-44.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.20% | 204.28%-191.1pp | 133.83%-120.6pp | 552.29%-539.1pp |
| Employer contribution / active EE | $3,176 | $3,092+2.7% | $2,421+31.2% | $4,663-31.9% |
| Participant deferral / active EE | $10,682 | $4,920+117.1% | $4,417+141.8% | $6,689+59.7% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |