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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,994 | $183,592-34.6% | $155,574-22.9% | $145,877-17.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.64% | 61.37%-35.7pp | 64.87%-39.2pp | 551.28%-525.6pp |
| Employer contribution / active EE | $2,489 | $5,317-53.2% | $4,676-46.8% | $4,663-46.6% |
| Participant deferral / active EE | $7,667 | $6,466+18.6% | $5,629+36.2% | $6,691+14.6% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |