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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,963 | $129,737-25.3% | $119,126-18.6% | $154,746-37.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 20.75% | 379.08%-358.3pp | 282.11%-261.4pp | 172.34%-151.6pp |
| Employer contribution / active EE | $8,398 | $4,375+92.0% | $4,034+108.2% | $4,379+91.8% |
| Participant deferral / active EE | $4,893 | $5,842-16.3% | $5,318-8.0% | $6,730-27.3% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |