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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,344 | $124,346-17.7% | $111,308-8.1% | $167,536-38.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.71% | 37.45%-22.7pp | 54.67%-40.0pp | 478.82%-464.1pp |
| Employer contribution / active EE | $5,925 | $3,437+72.4% | $2,732+116.9% | $4,839+22.4% |
| Participant deferral / active EE | $14,925 | $5,182+188.0% | $4,487+232.6% | $6,342+135.3% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |