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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,740 | $102,422-4.6% | $147,117-33.6% | $80,959+20.7% |
| Participation rate | 96.2% | 75.9%+20.3pp | 82.2%+14.0pp | 67.7%+28.5pp |
| Annual return | 14.26% | 135.16%-120.9pp | 420.54%-406.3pp | 35.67%-21.4pp |
| Employer contribution / active EE | $10,035 | $3,717+169.9% | $4,932+103.4% | $2,757+264.0% |
| Participant deferral / active EE | $6,396 | $6,652-3.8% | $8,065-20.7% | $4,300+48.7% |
| Admin fee / account holder | $0 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |