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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,916 | $176,402-45.1% | $134,162-27.8% | $158,982-39.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 40.08% | 63.66%-23.6pp | 36.35%+3.7pp | 302.99%-262.9pp |
| Employer contribution / active EE | $683 | $5,042-86.5% | $3,705-81.6% | $4,763-85.7% |
| Participant deferral / active EE | $7,603 | $4,093+85.8% | $3,500+117.2% | $5,983+27.1% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |