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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,605 | $180,749-44.3% | $160,784-37.4% | $137,256-26.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.82% | 2234.46%-2216.6pp | 1803.92%-1786.1pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,458 | $4,155-64.9% | $3,733-60.9% | $4,156-64.9% |
| Participant deferral / active EE | $8,847 | $6,844+29.3% | $6,293+40.6% | $6,407+38.1% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |