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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,736 | $103,000+32.8% | $90,300+51.4% | $152,885-10.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 31.09% | 95.19%-64.1pp | 78.11%-47.0pp | 345.39%-314.3pp |
| Employer contribution / active EE | $3,040 | $3,138-3.1% | $2,854+6.5% | $4,763-36.2% |
| Participant deferral / active EE | $19,000 | $4,281+343.9% | $3,884+389.1% | $5,851+224.7% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |