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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,151 | $93,346-13.1% | $71,796+13.0% | $273,972-70.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.97% | 130.39%-121.4pp | 78.04%-69.1pp | 41.46%-32.5pp |
| Employer contribution / active EE | $10,802 | $2,733+295.2% | $1,924+461.3% | $4,869+121.9% |
| Participant deferral / active EE | $9,380 | $3,475+169.9% | $2,794+235.7% | $5,287+77.4% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |