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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,464 | $126,113-14.0% | $116,096-6.6% | $155,188-30.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 18.91% | 391.72%-372.8pp | 326.25%-307.3pp | 148.84%-129.9pp |
| Employer contribution / active EE | $6,707 | $2,672+151.1% | $2,503+167.9% | $4,248+57.9% |
| Participant deferral / active EE | $25,599 | $4,162+515.1% | $3,952+547.8% | $6,531+292.0% |
| Admin fee / account holder | $132 | $8,045-98.4% | $7,704-98.3% | $14,480-99.1% |