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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,151 | $115,814-23.0% | $101,275-12.0% | $158,982-43.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.15% | 56.16%-36.0pp | 46.48%-26.3pp | 302.99%-282.8pp |
| Employer contribution / active EE | $11,367 | $4,176+172.2% | $3,660+210.6% | $4,763+138.7% |
| Participant deferral / active EE | $6,710 | $4,958+35.3% | $4,371+53.5% | $5,983+12.1% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |