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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,094 | $105,145-6.7% | $94,664+3.6% | $139,466-29.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 39.09% | 38.09%+1.0pp | 156.84%-117.8pp | 373.66%-334.6pp |
| Employer contribution / active EE | $10,727 | $4,107+161.2% | $3,673+192.0% | $4,754+125.6% |
| Participant deferral / active EE | $8,915 | $7,599+17.3% | $7,417+20.2% | $6,712+32.8% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |