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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,311 | $166,242-40.9% | $165,071-40.4% | $145,884-32.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.50% | 100.44%-85.9pp | 70.17%-55.7pp | 551.85%-537.3pp |
| Employer contribution / active EE | $19,982 | $5,283+278.2% | $4,347+359.6% | $4,662+328.6% |
| Participant deferral / active EE | $8,667 | $6,964+24.4% | $6,035+43.6% | $6,690+29.6% |
| Admin fee / account holder | $268 | $16,658-98.4% | $12,695-97.9% | $13,392-98.0% |